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Sonora Investment Management’s Healthcare Realty HR Stock Holding History

Sonora Investment Management’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
2021
Q3 		$24K Hold
800
– – ﹤0.01% 587
2021
Q2 		$21K Buy
+800
New +$22.6K ﹤0.01% 561

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sonora Investment Management's HR Position: Q3 2021 in Review

Sonora Investment Management held its Healthcare Realty (HR) position steady in Q3 2021 at 800 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Sonora Investment Management first reported a position in HR in Q2 2021 and has held it in 2 quarters since. 338 funds tracked by Wall St. Rank hold HR as of Q3 2021.

  • Sonora Investment Management held 800 shares of Healthcare Realty worth $24K as of Q3 2021.
  • Sonora Investment Management left its Healthcare Realty share count unchanged in Q3 2021.
  • Healthcare Realty made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #587 holding.
  • Sonora Investment Management first reported a position in Healthcare Realty in Q2 2021 and has held it in 2 quarters since.
  • 338 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.