RE Dickinson Investment Advisors’s Healthcare Realty HR Stock Holding History

RE Dickinson Investment 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
2023 Q4	–	Sell	-980	Closed	-$15K	–	244
2023 Q3	$15K	Hold	980	–	–	0.01%	150
2023 Q2	$18K	Hold	980	–	–	0.01%	221
2023 Q1	$19K	Hold	980	–	–	0.01%	230
2022 Q4	$19K	Hold	980	–	–	0.01%	216
2022 Q3	$20K	Hold	980	–	–	0.02%	111
2022 Q2	$27	Buy	+980	New	+$29.1K	﹤0.01%	104
2022 Q1	–	Sell	-980	Closed	-$33K	–	300
2021 Q4	$33K	Buy	+980	New	+$32.7K	0.03%	105

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

AAMU

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 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

RE Dickinson Investment Advisors's HR Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of Healthcare Realty (HR) in Q4 2023, closing a stake of 980 shares — an estimated $15K sold.

RE Dickinson Investment Advisors first reported a position in HR in Q4 2021 and held it in 7 quarters. The position peaked at $33K in Q4 2021. 410 funds tracked by Wall St. Rank hold HR as of Q4 2023.

RE Dickinson Investment Advisors reported no remaining Healthcare Realty position as of Q4 2023 after selling out during the quarter.
RE Dickinson Investment Advisors sold 980 Healthcare Realty shares in Q4 2023, an estimated $15K.
RE Dickinson Investment Advisors first reported a position in Healthcare Realty in Q4 2021 and held it in 7 quarters.
RE Dickinson Investment Advisors's Healthcare Realty position peaked at $33K in Q4 2021.
410 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.