Vestor Capital’s Healthcare Realty HR Stock Holding History

Vestor 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 Q3	–	Sell	-2,163	Closed	-$41K	–	264
2023 Q2	$41K	Hold	2,163	–	–	﹤0.01%	261
2023 Q1	$42K	Hold	2,163	–	–	﹤0.01%	240
2022 Q4	$42K	Hold	2,163	–	–	0.01%	230
2022 Q3	$45K	Buy	+2,163	New	+$55K	0.01%	205

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

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vestor Capital's HR Position: Q3 2023 in Review

Vestor Capital sold out of Healthcare Realty (HR) in Q3 2023, closing a stake of 2,163 shares — an estimated $41K sold.

Vestor Capital first reported a position in HR in Q3 2022 and held it in 4 quarters. The position peaked at $45K in Q3 2022. 396 funds tracked by Wall St. Rank hold HR as of Q3 2023.

Vestor Capital reported no remaining Healthcare Realty position as of Q3 2023 after selling out during the quarter.
Vestor Capital sold 2,163 Healthcare Realty shares in Q3 2023, an estimated $41K.
Vestor Capital first reported a position in Healthcare Realty in Q3 2022 and held it in 4 quarters.
Vestor Capital's Healthcare Realty position peaked at $45K in Q3 2022.
396 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2023.

Based on Vestor Capital's 13F filing for Q3 2023, filed 8 Nov 2023.