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Riverview Trust Company’s Healthcare Realty HR Stock Holding History

Riverview Trust Company’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
-625
Closed -$11.8K – 693
2023
Q2 		$11.8K Hold
625
– – 0.01% 652
2023
Q1 		$12.1K Hold
625
– – 0.01% 634
2022
Q4 		$12K Buy
+625
New +$12.3K 0.01% 620

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

Riverview Trust Company's HR Position: Q3 2023 in Review

Riverview Trust Company sold out of Healthcare Realty (HR) in Q3 2023, closing a stake of 625 shares — an estimated $11.8K sold.

Riverview Trust Company first reported a position in HR in Q4 2022 and held it in 3 quarters. The position peaked at $12.1K in Q1 2023. 397 funds tracked by Wall St. Rank hold HR as of Q3 2023.

  • Riverview Trust Company reported no remaining Healthcare Realty position as of Q3 2023 after selling out during the quarter.
  • Riverview Trust Company sold 625 Healthcare Realty shares in Q3 2023, an estimated $11.8K.
  • Riverview Trust Company first reported a position in Healthcare Realty in Q4 2022 and held it in 3 quarters.
  • Riverview Trust Company's Healthcare Realty position peaked at $12.1K in Q1 2023.
  • 397 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2023.

Based on Riverview Trust Company's 13F filing for Q3 2023, filed 17 Oct 2023.