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Strategic Investment Solutions’s Healthcare Realty HR Stock Holding History

Strategic Investment Solutions’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
-4,137
Closed -$80K – 1149
2023
Q3 		$80K Buy
4,137
+3,940
+2,000% +$69.9K ﹤0.01% 571
2023
Q2 		$3.71K Hold
197
– – ﹤0.01% 693
2023
Q1 		$3.81K Buy
+197
New +$3.97K ﹤0.01% 799

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 $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
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
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

Strategic Investment Solutions's HR Position: Q4 2023 in Review

Strategic Investment Solutions sold out of Healthcare Realty (HR) in Q4 2023, closing a stake of 4,137 shares — an estimated $80K sold.

Strategic Investment Solutions first reported a position in HR in Q1 2023 and held it in 3 quarters. The position peaked at $80K in Q3 2023. 411 funds tracked by Wall St. Rank hold HR as of Q4 2023.

  • Strategic Investment Solutions reported no remaining Healthcare Realty position as of Q4 2023 after selling out during the quarter.
  • Strategic Investment Solutions sold 4,137 Healthcare Realty shares in Q4 2023, an estimated $80K.
  • Strategic Investment Solutions first reported a position in Healthcare Realty in Q1 2023 and held it in 3 quarters.
  • Strategic Investment Solutions's Healthcare Realty position peaked at $80K in Q3 2023.
  • 411 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.