Summit Securities Group’s Healthcare Realty HR Stock Holding History

Summit Securities 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
2022 Q3	–	Sell	-27,500	Closed	-$768K	–	1034
2022 Q2	$768K	Buy	27,500 +25,600	+1,347%	+$760K	0.1%	151
2022 Q1	$60K	Buy	+1,900	New	+$59.8K	0.01%	577

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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RIM

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

Summit Securities Group's HR Position: Q2 2023 in Review

Summit Securities Group sold out of Healthcare Realty (HR) in Q2 2023, closing a stake of 1 share.

Summit Securities Group first reported a position in HR in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 401 funds tracked by Wall St. Rank hold HR as of Q2 2023.

Summit Securities Group reported no remaining Healthcare Realty position as of Q2 2023 after selling out during the quarter.
Summit Securities Group sold 1 Healthcare Realty share in Q2 2023.
Summit Securities Group first reported a position in Healthcare Realty in Q1 2023 and held it in 1 quarter.
Summit Securities Group's Healthcare Realty position peaked at $0 in Q1 2023.
401 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2023.

Based on Summit Securities Group's 13F filing for Q2 2023, filed 14 Aug 2023.