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Pinnacle Financial Partners (Tennessee)’s Healthcare Realty HR Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
-415
Closed -$7.83K – 533
2023
Q2 		$7.83K Hold
415
– – ﹤0.01% 505
2023
Q1 		$8.02K Hold
415
– – ﹤0.01% 494
2022
Q4 		$8K Buy
+415
New +$8.15K ﹤0.01% 485
2021
Q3 		– Sell
-680
Closed -$18K – 486
2021
Q2 		$18K Buy
+680
New +$19.2K ﹤0.01% 445

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

Pinnacle Financial Partners (Tennessee)'s HR Position: Q3 2023 in Review

Pinnacle Financial Partners (Tennessee) sold out of Healthcare Realty (HR) in Q3 2023, closing a stake of 415 shares — an estimated $7.83K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in HR in Q2 2021 and held it in 4 quarters. The position peaked at $18K in Q2 2021. 396 funds tracked by Wall St. Rank hold HR as of Q3 2023.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Healthcare Realty position as of Q3 2023 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 415 Healthcare Realty shares in Q3 2023, an estimated $7.83K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Healthcare Realty in Q2 2021 and held it in 4 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Healthcare Realty position peaked at $18K in Q2 2021.
  • 396 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2023.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2023, filed 3 Nov 2023.