Swedbank’s Healthcare Realty HR Stock Holding History

Swedbank’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	-74,000	Closed	-$1.13M	–	712
2023 Q3	$1.13M	Hold	74,000	–	–	﹤0.01%	620
2023 Q2	$1.4M	Hold	74,000	–	–	﹤0.01%	613
2023 Q1	$1.43M	Hold	74,000	–	–	﹤0.01%	612
2022 Q4	$1.43M	Hold	74,000	–	–	﹤0.01%	608
2022 Q3	$1.54M	Buy	+74,000	New	+$1.88M	﹤0.01%	609

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

Swedbank's HR Position: Q4 2023 in Review

Swedbank sold out of Healthcare Realty (HR) in Q4 2023, closing a stake of 74,000 shares — an estimated $1.13M sold.

Swedbank first reported a position in HR in Q3 2022 and held it in 5 quarters. The position peaked at $1.54M in Q3 2022. 410 funds tracked by Wall St. Rank hold HR as of Q4 2023.

Swedbank reported no remaining Healthcare Realty position as of Q4 2023 after selling out during the quarter.
Swedbank sold 74,000 Healthcare Realty shares in Q4 2023, an estimated $1.13M.
Swedbank first reported a position in Healthcare Realty in Q3 2022 and held it in 5 quarters.
Swedbank's Healthcare Realty position peaked at $1.54M in Q3 2022.
410 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2023.

Based on Swedbank's 13F filing for Q4 2023, filed 6 Dec 2024.