Truist Financial
HR icon

Truist Financial’s Healthcare Realty HR Stock Holding History

Truist Financial’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
2024
Q4 		– Sell
-18,904
Closed -$343K – 2560
2024
Q3 		$343K Sell
18,904
-6,421
-25% -$114K ﹤0.01% 2059
2024
Q2 		$417K Sell
25,325
-14,359
-36% -$220K ﹤0.01% 2084
2024
Q1 		$562K Sell
39,684
-59,999
-60% -$905K ﹤0.01% 1900
2023
Q4 		$1.72M Sell
99,683
-14,269
-13% -$218K ﹤0.01% 1330
2023
Q3 		$1.74M Buy
113,952
+1,142
+1% +$20.3K ﹤0.01% 1310
2023
Q2 		$2.13M Buy
112,810
+3,492
+3% +$67.4K ﹤0.01% 1234
2023
Q1 		$2.11M Buy
109,318
+20,031
+22% +$404K ﹤0.01% 1205
2022
Q4 		$1.72M Sell
89,287
-6,670
-7% -$131K ﹤0.01% 1282
2022
Q3 		$2M Buy
95,957
+49,089
+105% +$1.25M ﹤0.01% 1170
2022
Q2 		$1.31M Buy
46,868
+6,617
+16% +$197K ﹤0.01% 1419
2022
Q1 		$1.26M Buy
40,251
+10,663
+36% +$336K ﹤0.01% 1511
2021
Q4 		$988K Buy
29,588
+1,561
+6% +$52.1K ﹤0.01% 1646
2021
Q3 		$832K Buy
28,027
+347
+1% +$10.1K ﹤0.01% 1711
2021
Q2 		$739K Sell
27,680
-1,387
-5% -$39.2K ﹤0.01% 1815
2021
Q1 		$801K Sell
29,067
-6,949
-19% -$194K ﹤0.01% 1716
2020
Q4 		$992K Buy
36,016
+728
+2% +$19.2K ﹤0.01% 1485
2020
Q3 		$918K Sell
35,288
-34,253
-49% -$899K ﹤0.01% 1408
2020
Q2 		$1.84M Sell
69,541
-6,757
-9% -$173K ﹤0.01% 1063
2020
Q1 		$1.85M Buy
76,298
+5,254
+7% +$159K ﹤0.01% 1007
2019
Q4 		$2.15M Buy
71,044
+59,544
+518% +$1.78M ﹤0.01% 1104
2019
Q3 		$338K Buy
+11,500
New +$321K 0.01% 650

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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Truist Financial's HR Position: Q4 2024 in Review

Truist Financial sold out of Healthcare Realty (HR) in Q4 2024, closing a stake of 18,904 shares — an estimated $343K sold.

Truist Financial first reported a position in HR in Q3 2019 and held it in 21 quarters. The position peaked at $2.15M in Q4 2019. 416 funds tracked by Wall St. Rank hold HR as of Q4 2024.

  • Truist Financial reported no remaining Healthcare Realty position as of Q4 2024 after selling out during the quarter.
  • Truist Financial sold 18,904 Healthcare Realty shares in Q4 2024, an estimated $343K.
  • Truist Financial first reported a position in Healthcare Realty in Q3 2019 and held it in 21 quarters.
  • Truist Financial's Healthcare Realty position peaked at $2.15M in Q4 2019.
  • 416 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2024.

Based on Truist Financial's 13F filing for Q4 2024, filed 31 Jan 2025.