TwinBeech Capital’s Healthcare Realty HR Stock Holding History

TwinBeech Capital’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	-59,855	Closed	-$914K	–	752
2023 Q3	$914K	Buy	+59,855	New	+$1.06M	0.02%	503
2022 Q2	–	Sell	-47,511	Closed	-$1.49M	–	597
2022 Q1	$1.49M	Buy	47,511 +13,659	+40%	+$430K	0.07%	271
2021 Q4	$1.13M	Buy	+33,852	New	+$1.13M	0.06%	327

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

TwinBeech Capital's HR Position: Q4 2023 in Review

TwinBeech Capital sold out of Healthcare Realty (HR) in Q4 2023, closing a stake of 59,855 shares — an estimated $914K sold.

TwinBeech Capital first reported a position in HR in Q4 2021 and held it in 3 quarters. The position peaked at $1.49M in Q1 2022. 411 funds tracked by Wall St. Rank hold HR as of Q4 2023.

TwinBeech Capital reported no remaining Healthcare Realty position as of Q4 2023 after selling out during the quarter.
TwinBeech Capital sold 59,855 Healthcare Realty shares in Q4 2023, an estimated $914K.
TwinBeech Capital first reported a position in Healthcare Realty in Q4 2021 and held it in 3 quarters.
TwinBeech Capital's Healthcare Realty position peaked at $1.49M in Q1 2022.
411 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2023.

Based on TwinBeech Capital's 13F filing for Q4 2023, filed 14 Feb 2024.