Zions Bancorporation’s Healthcare Realty HR Stock Holding History

Zions Bancorporation’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 Q1	–	Sell	-135	Closed	-$2.33K	–	911
2023 Q4	$2.33K	Sell	135 -107	-44%	-$1.63K	﹤0.01%	815
2023 Q3	$3.69K	Sell	242 -170	-41%	-$3.02K	﹤0.01%	763
2023 Q2	$7.77K	Buy	412 +396	+2,475%	+$7.65K	﹤0.01%	677
2023 Q1	$309	Buy	+16	New	+$322	﹤0.01%	886
2019 Q2	–	Sell	-4,269	Closed	-$122K	–	944
2019 Q1	$122K	Sell	4,269 -83	-2%	-$2.31K	0.02%	288
2018 Q4	$110K	Buy	4,352 +83	+2%	+$2.2K	0.08%	116
2018 Q3	$114K	Sell	4,269 -92	-2%	-$2.54K	0.03%	231
2018 Q2	$118K	Sell	4,361 -9	-0.2%	-$229	0.08%	120
2018 Q1	$116K	Buy	+4,370	New	+$116K	0.03%	178
2017 Q4	–	Sell	-4,043	Closed	-$120K	–	771
2017 Q3	$120K	Buy	+4,043	New	+$123K	0.02%	365

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

RIM

Rush Island Management New York $1.49B AUM 4.65% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zions Bancorporation's HR Position: Q1 2024 in Review

Zions Bancorporation sold out of Healthcare Realty (HR) in Q1 2024, closing a stake of 135 shares — an estimated $2.33K sold.

Zions Bancorporation first reported a position in HR in Q3 2017 and held it in 10 quarters. The position peaked at $122K in Q1 2019. 403 funds tracked by Wall St. Rank hold HR as of Q1 2024.

Zions Bancorporation reported no remaining Healthcare Realty position as of Q1 2024 after selling out during the quarter.
Zions Bancorporation sold 135 Healthcare Realty shares in Q1 2024, an estimated $2.33K.
Zions Bancorporation first reported a position in Healthcare Realty in Q3 2017 and held it in 10 quarters.
Zions Bancorporation's Healthcare Realty position peaked at $122K in Q1 2019.
403 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2024.

Based on Zions Bancorporation's 13F filing for Q1 2024, filed 14 May 2024.