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Sonora Investment Management Group’s Healthcare Realty HR Stock Holding History

Sonora Investment Management Group’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
Q4 		– Sell
-13,768
Closed -$250K – 303
2024
Q3 		$250K Sell
13,768
-1,660
-11% -$29.4K 0.02% 239
2024
Q2 		$218K Hold
15,428
– – 0.02% 254
2024
Q1 		$218K Sell
15,428
-575
-4% -$8.68K 0.02% 255
2023
Q4 		$276K Hold
16,003
– – 0.02% 219
2023
Q3 		$244K Sell
16,003
-575
-3% -$10.2K 0.02% 215
2023
Q2 		$313K Sell
16,578
-1,250
-7% -$24.1K 0.03% 207
2023
Q1 		$345K Sell
17,828
-609
-3% -$12.3K 0.03% 195
2022
Q4 		$355K Buy
+18,437
New +$362K 0.03% 189

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
SV
Starboard Value New York $4.57B AUM 4.97% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sonora Investment Management Group's HR Position: Q4 2024 in Review

Sonora Investment Management Group sold out of Healthcare Realty (HR) in Q4 2024, closing a stake of 13,768 shares — an estimated $250K sold.

Sonora Investment Management Group first reported a position in HR in Q4 2022 and held it in 8 quarters. The position peaked at $355K in Q4 2022. 417 funds tracked by Wall St. Rank hold HR as of Q4 2024.

  • Sonora Investment Management Group reported no remaining Healthcare Realty position as of Q4 2024 after selling out during the quarter.
  • Sonora Investment Management Group sold 13,768 Healthcare Realty shares in Q4 2024, an estimated $250K.
  • Sonora Investment Management Group first reported a position in Healthcare Realty in Q4 2022 and held it in 8 quarters.
  • Sonora Investment Management Group's Healthcare Realty position peaked at $355K in Q4 2022.
  • 417 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2024.

Based on Sonora Investment Management Group's 13F filing for Q4 2024, filed 23 Jan 2025.