RCAMU
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Rothschild & Co Asset Management US’s Healthcare Realty HR Stock Holding History

Rothschild & Co Asset Management US’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 		$1.39M Sell
72,264
-249
-0.3% -$4.89K 0.02% 236
2022
Q3 		$1.51M Buy
+72,513
New +$1.84M 0.03% 234

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $14.3B AUM 16.79% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 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

Rothschild & Co Asset Management US's HR Position: Q4 2022 in Review

Rothschild & Co Asset Management US reduced its Healthcare Realty (HR) stake by 0.34% in Q4 2022, selling an estimated $4.89K and leaving 72,264 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #236.

Rothschild & Co Asset Management US first reported a position in HR in Q3 2022 and has held it in 2 quarters since. The position peaked at $1.51M in Q3 2022. 420 funds tracked by Wall St. Rank hold HR as of Q4 2022.

  • Rothschild & Co Asset Management US held 72,264 shares of Healthcare Realty worth $1.39M as of Q4 2022.
  • Rothschild & Co Asset Management US sold 249 Healthcare Realty shares in Q4 2022, an estimated $4.89K.
  • Healthcare Realty made up 0.02% of Rothschild & Co Asset Management US's portfolio in Q4 2022, its #236 holding.
  • Rothschild & Co Asset Management US first reported a position in Healthcare Realty in Q3 2022 and has held it in 2 quarters since.
  • Rothschild & Co Asset Management US's Healthcare Realty position peaked at $1.51M in Q3 2022.
  • 420 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2022.

Based on Rothschild & Co Asset Management US's 13F filing for Q4 2022, filed 14 Feb 2023.