Register Financial Advisors’s Healthcare Realty HR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-844	Closed	-$13.9K	–	489
2024 Q2	$13.9K	Buy	844 +16	+2%	+$245	0.01%	487
2024 Q1	$11.7K	Buy	+828	New	+$12.5K	0.01%	522
2023 Q4	–	Sell	-793	Closed	-$12.1K	–	455
2023 Q3	$12.1K	Buy	793 +14	+2%	+$248	0.01%	391
2023 Q2	$14.7K	Buy	779 +13	+2%	+$251	0.01%	373
2023 Q1	$14.8K	Buy	766 +12	+2%	+$242	0.01%	364
2022 Q4	$14.5K	Buy	+754	New	+$14.8K	0.01%	563

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

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 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Register Financial Advisors's HR Position: Q3 2024 in Review

Register Financial Advisors sold out of Healthcare Realty (HR) in Q3 2024, closing a stake of 844 shares — an estimated $13.9K sold.

Register Financial Advisors first reported a position in HR in Q4 2022 and held it in 6 quarters. The position peaked at $14.8K in Q1 2023. 411 funds tracked by Wall St. Rank hold HR as of Q3 2024.

Register Financial Advisors reported no remaining Healthcare Realty position as of Q3 2024 after selling out during the quarter.
Register Financial Advisors sold 844 Healthcare Realty shares in Q3 2024, an estimated $13.9K.
Register Financial Advisors first reported a position in Healthcare Realty in Q4 2022 and held it in 6 quarters.
Register Financial Advisors's Healthcare Realty position peaked at $14.8K in Q1 2023.
411 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.