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Naviter Wealth’s Healthcare Realty HR Stock Holding History

Naviter Wealth’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,211
Closed -$185K – 291
2024
Q3 		$185K Sell
10,211
-1,700
-14% -$30.1K 0.03% 229
2024
Q2 		$196K Hold
11,911
– – 0.03% 219
2024
Q1 		$169K Hold
11,911
– – 0.03% 221
2023
Q4 		$205K Buy
+11,911
New +$182K 0.04% 205

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Naviter Wealth's HR Position: Q4 2024 in Review

Naviter Wealth sold out of Healthcare Realty (HR) in Q4 2024, closing a stake of 10,211 shares — an estimated $185K sold.

Naviter Wealth first reported a position in HR in Q4 2023 and held it in 4 quarters. The position peaked at $205K in Q4 2023. 417 funds tracked by Wall St. Rank hold HR as of Q4 2024.

  • Naviter Wealth reported no remaining Healthcare Realty position as of Q4 2024 after selling out during the quarter.
  • Naviter Wealth sold 10,211 Healthcare Realty shares in Q4 2024, an estimated $185K.
  • Naviter Wealth first reported a position in Healthcare Realty in Q4 2023 and held it in 4 quarters.
  • Naviter Wealth's Healthcare Realty position peaked at $205K in Q4 2023.
  • 417 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2024.

Based on Naviter Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.