RJFSA
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Raymond James Financial Services Advisors’s Healthcare Realty HR Stock Holding History

Raymond James Financial Services 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
Q3 		$492K Buy
27,107
+21
+0.1% +$372 ﹤0.01% 2630
2024
Q2 		$446K Sell
27,086
-3,354
-11% -$51.3K ﹤0.01% 2616
2024
Q1 		$431K Buy
30,440
+678
+2% +$10.2K ﹤0.01% 2620
2023
Q4 		$513K Sell
29,762
-2,104
-7% -$32.1K ﹤0.01% 2395
2023
Q3 		$487K Sell
31,866
-1,699
-5% -$30.2K ﹤0.01% 2348
2023
Q2 		$633K Sell
33,565
-429
-1% -$8.28K ﹤0.01% 2202
2023
Q1 		$657K Buy
33,994
+1,958
+6% +$39.5K ﹤0.01% 2162
2022
Q4 		$617K Sell
32,036
-2,204
-6% -$43.3K ﹤0.01% 2145
2022
Q3 		$714K Buy
34,240
+4,596
+16% +$117K ﹤0.01% 2040
2022
Q2 		$827K Sell
29,644
-1,041
-3% -$30.9K ﹤0.01% 1956
2022
Q1 		$962K Buy
30,685
+4,975
+19% +$157K ﹤0.01% 1980
2021
Q4 		$858K Sell
25,710
-6,906
-21% -$231K ﹤0.01% 2073
2021
Q3 		$967K Sell
32,616
-9,479
-23% -$276K ﹤0.01% 1986
2021
Q2 		$1.12M Sell
42,095
-522
-1% -$14.8K ﹤0.01% 1868
2021
Q1 		$1.18M Sell
42,617
-3,436
-7% -$96.1K ﹤0.01% 1734
2020
Q4 		$1.27M Buy
46,053
+120
+0.3% +$3.17K ﹤0.01% 1559
2020
Q3 		$1.19M Buy
45,933
+4,207
+10% +$110K ﹤0.01% 1446
2020
Q2 		$1.11M Sell
41,726
-4,729
-10% -$121K ﹤0.01% 1434
2020
Q1 		$1.13M Sell
46,455
-5,702
-11% -$172K ﹤0.01% 1134
2019
Q4 		$1.58M Sell
52,157
-654
-1% -$19.5K 0.01% 1288
2019
Q3 		$1.55M Buy
52,811
+42
+0.1% +$1.17K 0.01% 1238
2019
Q2 		$1.45M Sell
52,769
-4,315
-8% -$121K 0.01% 1282
2019
Q1 		$1.63M Sell
57,084
-8,968
-14% -$249K 0.01% 1175
2018
Q4 		$1.67M Sell
66,052
-35,975
-35% -$953K 0.01% 999
2018
Q3 		$2.72M Sell
102,027
-30,188
-23% -$832K 0.01% 904
2018
Q2 		$3.56M Sell
132,215
-6,847
-5% -$174K 0.02% 743
2018
Q1 		$3.68M Buy
139,062
+42,795
+44% +$1.14M 0.02% 675
2017
Q4 		$2.89M Buy
96,267
+28,788
+43% +$871K 0.02% 752
2017
Q3 		$2.01M Buy
67,479
+24,768
+58% +$752K 0.01% 922
2017
Q2 		$1.33M Buy
42,711
+1,632
+4% +$51.4K 0.01% 1089
2017
Q1 		$1.29M Buy
41,079
+3,219
+9% +$97.7K 0.01% 1035
2016
Q4 		$1.1M Buy
37,860
+5,011
+15% +$147K 0.01% 1059
2016
Q3 		$1.07M Buy
32,849
+3,099
+10% +$103K 0.01% 1050
2016
Q2 		$962K Buy
29,750
+1,738
+6% +$52.4K 0.01% 1066
2016
Q1 		$824K Sell
28,012
-1,629
-5% -$45.2K 0.01% 995
2015
Q4 		$799K Buy
29,641
+2,684
+10% +$69.3K 0.01% 1007
2015
Q3 		$661K Buy
+26,957
New +$665K 0.01% 920
2013
Q3 		– Sell
-25,029
Closed -$562K – 682
2013
Q2 		$562K Buy
+25,029
New +$602K 0.02% 824

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial Services Advisors's HR Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Healthcare Realty (HR) stake by 0.08% in Q3 2024, buying an estimated $372 and bringing the position to 27,107 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #2630.

Raymond James Financial Services Advisors first reported a position in HR in Q2 2013 and has held it in 38 quarters since. The position peaked at $3.68M in Q1 2018. 411 funds tracked by Wall St. Rank hold HR as of Q3 2024.

  • Raymond James Financial Services Advisors held 27,107 shares of Healthcare Realty worth $492K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 21 Healthcare Realty shares in Q3 2024, an estimated $372.
  • Healthcare Realty made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2630 holding.
  • Raymond James Financial Services Advisors first reported a position in Healthcare Realty in Q2 2013 and has held it in 38 quarters since.
  • Raymond James Financial Services Advisors's Healthcare Realty position peaked at $3.68M in Q1 2018.
  • 411 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.