NRI
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NFP Retirement Inc’s Healthcare Realty HR Stock Holding History

NFP Retirement Inc’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
2023
Q3 		– Sell
-11,224
Closed -$212K – 229
2023
Q2 		$212K Buy
11,224
+392
+4% +$7.57K 0.04% 216
2023
Q1 		$209K Buy
+10,832
New +$218K 0.04% 225
2022
Q4 		– Sell
-10,032
Closed -$209K – 244
2022
Q3 		$209K Buy
+10,032
New +$255K 0.05% 209

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NFP Retirement Inc's HR Position: Q3 2023 in Review

NFP Retirement Inc sold out of Healthcare Realty (HR) in Q3 2023, closing a stake of 11,224 shares — an estimated $212K sold.

NFP Retirement Inc first reported a position in HR in Q3 2022 and held it in 3 quarters. The position peaked at $212K in Q2 2023. 396 funds tracked by Wall St. Rank hold HR as of Q3 2023.

  • NFP Retirement Inc reported no remaining Healthcare Realty position as of Q3 2023 after selling out during the quarter.
  • NFP Retirement Inc sold 11,224 Healthcare Realty shares in Q3 2023, an estimated $212K.
  • NFP Retirement Inc first reported a position in Healthcare Realty in Q3 2022 and held it in 3 quarters.
  • NFP Retirement Inc's Healthcare Realty position peaked at $212K in Q2 2023.
  • 396 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2023.

Based on NFP Retirement Inc's 13F filing for Q3 2023, filed 13 Feb 2025.