Syverson Strege & Co’s Healthcare Realty HR Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-114	Closed	-$2.2K	–	308
2023 Q1	$2.2K	Buy	+114	New	+$2.3K	﹤0.01%	474

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

Syverson Strege & Co's HR Position: Q2 2023 in Review

Syverson Strege & Co sold out of Healthcare Realty (HR) in Q2 2023, closing a stake of 114 shares — an estimated $2.2K sold.

Syverson Strege & Co first reported a position in HR in Q1 2023 and held it in 1 quarter. The position peaked at $2.2K in Q1 2023. 402 funds tracked by Wall St. Rank hold HR as of Q2 2023.

Syverson Strege & Co reported no remaining Healthcare Realty position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 114 Healthcare Realty shares in Q2 2023, an estimated $2.2K.
Syverson Strege & Co first reported a position in Healthcare Realty in Q1 2023 and held it in 1 quarter.
Syverson Strege & Co's Healthcare Realty position peaked at $2.2K in Q1 2023.
402 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.