ZIG
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Zullo Investment Group’s Healthcare Realty HR Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-119
Closed -$2.29K – 391
2022
Q4 		$2.29K Hold
119
– – ﹤0.01% 685
2022
Q3 		$2K Buy
119
+34
+40% +$864 ﹤0.01% 698
2022
Q2 		$2K Hold
85
– – ﹤0.01% 722
2022
Q1 		$3K Hold
85
– – ﹤0.01% 709
2021
Q4 		$3K Buy
+85
New +$2.84K ﹤0.01% 720

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zullo Investment Group's HR Position: Q1 2023 in Review

Zullo Investment Group sold out of Healthcare Realty (HR) in Q1 2023, closing a stake of 119 shares — an estimated $2.29K sold.

Zullo Investment Group first reported a position in HR in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q1 2022. 418 funds tracked by Wall St. Rank hold HR as of Q1 2023.

  • Zullo Investment Group reported no remaining Healthcare Realty position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 119 Healthcare Realty shares in Q1 2023, an estimated $2.29K.
  • Zullo Investment Group first reported a position in Healthcare Realty in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Healthcare Realty position peaked at $3K in Q1 2022.
  • 418 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.