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TrustCore Financial Services’s Healthcare Realty HR Stock Holding History

TrustCore Financial Services’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
Q4 		– Sell
-431
Closed -$9K – 1096
2022
Q3 		$9K Buy
+431
New +$11K ﹤0.01% 762
2017
Q4 		– Hold
0
– – – 312

Other funds holding HR

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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TrustCore Financial Services's HR Position: Q4 2022 in Review

TrustCore Financial Services sold out of Healthcare Realty (HR) in Q4 2022, closing a stake of 431 shares — an estimated $9K sold.

TrustCore Financial Services first reported a position in HR in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 418 funds tracked by Wall St. Rank hold HR as of Q4 2022.

  • TrustCore Financial Services reported no remaining Healthcare Realty position as of Q4 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 431 Healthcare Realty shares in Q4 2022, an estimated $9K.
  • TrustCore Financial Services first reported a position in Healthcare Realty in Q3 2022 and held it in 1 quarter.
  • TrustCore Financial Services's Healthcare Realty position peaked at $9K in Q3 2022.
  • 418 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.