Pictet Asset Management (Switzerland)’s Healthcare Realty HR Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$3.48M	Sell	184,757 -52,038	-22%	-$1M	﹤0.01%	834
2023 Q1	$4.58M	Sell	236,795 -12,330	-5%	-$248K	0.01%	798
2022 Q4	$4.8M	Buy	249,125 +288	+0.1%	+$5.66K	0.01%	749
2022 Q3	$5.19M	Buy	+248,837	New	+$6.32M	0.01%	730
2022 Q2	–	Sell	-85,471	Closed	-$2.68M	–	1634
2022 Q1	$2.68M	Buy	85,471 +2,149	+3%	+$67.7K	﹤0.01%	923
2021 Q4	$2.78M	Buy	83,322 +777	+0.9%	+$25.9K	﹤0.01%	953
2021 Q3	$2.45M	Buy	+82,545	New	+$2.41M	﹤0.01%	970

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s HR Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Healthcare Realty (HR) stake by 22% in Q2 2023, selling an estimated $1M and leaving 184,757 shares worth $3.48M. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Pictet Asset Management (Switzerland) first reported a position in HR in Q3 2021 and has held it in 7 quarters since. The position peaked at $5.19M in Q3 2022. 402 funds tracked by Wall St. Rank hold HR as of Q2 2023.

Pictet Asset Management (Switzerland) held 184,757 shares of Healthcare Realty worth $3.48M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 52,038 Healthcare Realty shares in Q2 2023, an estimated $1M.
Healthcare Realty made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #834 holding.
Pictet Asset Management (Switzerland) first reported a position in Healthcare Realty in Q3 2021 and has held it in 7 quarters since.
Pictet Asset Management (Switzerland)'s Healthcare Realty position peaked at $5.19M in Q3 2022.
402 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.