Sherbrooke Park Advisers’s Healthcare Realty HR Stock Holding History

Sherbrooke Park Advisers’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 Q4	–	Sell	-21,550	Closed	-$329K	–	565
2023 Q3	$329K	Buy	+21,550	New	+$382K	0.1%	320

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Sherbrooke Park Advisers's HR Position: Q4 2023 in Review

Sherbrooke Park Advisers sold out of Healthcare Realty (HR) in Q4 2023, closing a stake of 21,550 shares — an estimated $329K sold.

Sherbrooke Park Advisers first reported a position in HR in Q3 2023 and held it in 1 quarter. The position peaked at $329K in Q3 2023. 411 funds tracked by Wall St. Rank hold HR as of Q4 2023.

Sherbrooke Park Advisers reported no remaining Healthcare Realty position as of Q4 2023 after selling out during the quarter.
Sherbrooke Park Advisers sold 21,550 Healthcare Realty shares in Q4 2023, an estimated $329K.
Sherbrooke Park Advisers first reported a position in Healthcare Realty in Q3 2023 and held it in 1 quarter.
Sherbrooke Park Advisers's Healthcare Realty position peaked at $329K in Q3 2023.
411 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2023.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2023, filed 14 Feb 2024.