Operose Advisors’s Healthcare Realty HR Stock Holding History

Operose Advisors’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 Q2	–	Sell	-50	Closed	-$708	–	593
2024 Q1	$708	Buy	+50	New	+$754	﹤0.01%	630

Other funds holding HR

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Operose Advisors's HR Position: Q2 2024 in Review

Operose Advisors sold out of Healthcare Realty (HR) in Q2 2024, closing a stake of 50 shares — an estimated $708 sold.

Operose Advisors first reported a position in HR in Q1 2024 and held it in 1 quarter. The position peaked at $708 in Q1 2024. 393 funds tracked by Wall St. Rank hold HR as of Q2 2024.

Operose Advisors reported no remaining Healthcare Realty position as of Q2 2024 after selling out during the quarter.
Operose Advisors sold 50 Healthcare Realty shares in Q2 2024, an estimated $708.
Operose Advisors first reported a position in Healthcare Realty in Q1 2024 and held it in 1 quarter.
Operose Advisors's Healthcare Realty position peaked at $708 in Q1 2024.
393 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2024.

Based on Operose Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.