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Salomon & Ludwin’s Healthcare Realty HR Stock Holding History

Salomon & Ludwin’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
2024
Q2 		– Sell
-43
Closed -$608 – 772
2024
Q1 		$608 Hold
43
– – ﹤0.01% 798
2023
Q4 		$657 Hold
43
– – ﹤0.01% 710
2023
Q3 		$657 Buy
+43
New +$763 ﹤0.01% 707

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
RIM
Rush Island Management New York $1.49B AUM 4.65% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Salomon & Ludwin's HR Position: Q2 2024 in Review

Salomon & Ludwin sold out of Healthcare Realty (HR) in Q2 2024, closing a stake of 43 shares — an estimated $608 sold.

Salomon & Ludwin first reported a position in HR in Q3 2023 and held it in 3 quarters. The position peaked at $657 in Q4 2023. 393 funds tracked by Wall St. Rank hold HR as of Q2 2024.

  • Salomon & Ludwin reported no remaining Healthcare Realty position as of Q2 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 43 Healthcare Realty shares in Q2 2024, an estimated $608.
  • Salomon & Ludwin first reported a position in Healthcare Realty in Q3 2023 and held it in 3 quarters.
  • Salomon & Ludwin's Healthcare Realty position peaked at $657 in Q4 2023.
  • 393 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.