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Salem Investment Counselors’s Healthcare Realty HR Stock Holding History

Salem Investment Counselors’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
Q2 		– Sell
-90
Closed -$1.74K – 1174
2023
Q1 		$1.74K Hold
90
– – ﹤0.01% 990
2022
Q4 		$1.73K Hold
90
– – ﹤0.01% 963
2022
Q3 		$2K Hold
90
– – ﹤0.01% 950
2022
Q2 		$3K Sell
90
-2,010
-96% -$59.7K ﹤0.01% 936
2022
Q1 		$66K Sell
2,100
-90
-4% -$2.83K ﹤0.01% 465
2021
Q4 		$73K Hold
2,190
– – ﹤0.01% 502
2021
Q3 		$65K Buy
2,190
+90
+4% +$2.62K ﹤0.01% 465
2021
Q2 		$56K Hold
2,100
– – ﹤0.01% 470
2021
Q1 		$58K Hold
2,100
– – ﹤0.01% 428
2020
Q4 		$58K Buy
2,100
+650
+45% +$17.1K ﹤0.01% 413
2020
Q3 		$38K Hold
1,450
– – ﹤0.01% 406
2020
Q2 		$38K Hold
1,450
– – ﹤0.01% 399
2020
Q1 		$35K Hold
1,450
– – ﹤0.01% 379
2019
Q4 		$44K Buy
1,450
+1,050
+263% +$31.4K ﹤0.01% 384
2019
Q3 		$12K Hold
400
– – ﹤0.01% 521
2019
Q2 		$11K Sell
400
-27,475
-99% -$774K ﹤0.01% 544
2019
Q1 		$743K Buy
27,875
+8,641
+45% +$240K 0.08% 135
2018
Q4 		$487K Sell
19,234
-8,641
-31% -$229K 0.06% 136
2018
Q3 		$743K Buy
27,875
+41
+0.1% +$1.13K 0.08% 135
2018
Q2 		$750K Sell
27,834
-1,675
-6% -$42.6K 0.07% 129
2018
Q1 		$756K Sell
29,509
-7,033
-19% -$187K 0.09% 130
2017
Q4 		$1.1M Sell
36,542
-3,083
-8% -$93.3K 0.12% 115
2017
Q3 		$1.17M Sell
39,625
-175
-0.4% -$5.32K 0.14% 113
2017
Q2 		$1.24M Sell
39,800
-100
-0.3% -$3.15K 0.14% 110
2017
Q1 		$1.26M Buy
39,900
+1,500
+4% +$45.5K 0.13% 125
2016
Q4 		$1.12M Buy
38,400
+23,500
+158% +$691K 0.13% 124
2016
Q3 		$4.86K Buy
14,900
+1,800
+14% +$59.6K 0.06% 160
2016
Q2 		$424K Buy
13,100
+800
+7% +$24.1K 0.05% 191
2016
Q1 		$362K Buy
+12,300
New +$341K 0.04% 199

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 $51.1B AUM 35.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Salem Investment Counselors's HR Position: Q2 2023 in Review

Salem Investment Counselors sold out of Healthcare Realty (HR) in Q2 2023, closing a stake of 90 shares — an estimated $1.74K sold.

Salem Investment Counselors first reported a position in HR in Q1 2016 and held it in 29 quarters. The position peaked at $1.26M in Q1 2017. 402 funds tracked by Wall St. Rank hold HR as of Q2 2023.

  • Salem Investment Counselors reported no remaining Healthcare Realty position as of Q2 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 90 Healthcare Realty shares in Q2 2023, an estimated $1.74K.
  • Salem Investment Counselors first reported a position in Healthcare Realty in Q1 2016 and held it in 29 quarters.
  • Salem Investment Counselors's Healthcare Realty position peaked at $1.26M in Q1 2017.
  • 402 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2023.

Based on Salem Investment Counselors's 13F filing for Q2 2023, filed 19 Jul 2023.