PFG
HR icon

Piershale Financial Group’s Healthcare Realty HR Stock Holding History

Piershale Financial Group’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 		$1.02K Hold
54
– – ﹤0.01% 244
2023
Q1 		$1.04K Hold
54
– – ﹤0.01% 268
2022
Q4 		$1.04K Buy
+54
New +$1.06K ﹤0.01% 273

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
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

Piershale Financial Group's HR Position: Q2 2023 in Review

Piershale Financial Group held its Healthcare Realty (HR) position steady in Q2 2023 at 54 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Piershale Financial Group first reported a position in HR in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.04K in Q1 2023. 402 funds tracked by Wall St. Rank hold HR as of Q2 2023.

  • Piershale Financial Group held 54 shares of Healthcare Realty worth $1.02K as of Q2 2023.
  • Piershale Financial Group left its Healthcare Realty share count unchanged in Q2 2023.
  • Healthcare Realty made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #244 holding.
  • Piershale Financial Group first reported a position in Healthcare Realty in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's Healthcare Realty position peaked at $1.04K in Q1 2023.
  • 402 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.