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Regent Investment Management’s Healthcare Realty HR Stock Holding History

Regent Investment Management’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
2022
Q4 		$247K Buy
12,820
+2,700
+27% +$53K 0.07% 188
2022
Q3 		$211K Buy
+10,120
New +$257K 0.06% 187

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Regent Investment Management's HR Position: Q4 2022 in Review

Regent Investment Management increased its Healthcare Realty (HR) stake by 27% in Q4 2022, buying an estimated $53K and bringing the position to 12,820 shares worth $247K. The position accounts for 0.07% of the portfolio, ranked #188.

Regent Investment Management first reported a position in HR in Q3 2022 and has held it in 2 quarters since. 418 funds tracked by Wall St. Rank hold HR as of Q4 2022.

  • Regent Investment Management held 12,820 shares of Healthcare Realty worth $247K as of Q4 2022.
  • Regent Investment Management bought 2,700 Healthcare Realty shares in Q4 2022, an estimated $53K.
  • Healthcare Realty made up 0.07% of Regent Investment Management's portfolio in Q4 2022, its #188 holding.
  • Regent Investment Management first reported a position in Healthcare Realty in Q3 2022 and has held it in 2 quarters since.
  • 418 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2022.

Based on Regent Investment Management's 13F filing for Q4 2022, filed 26 Jan 2023.