AWM
HR icon

Abound Wealth Management’s Healthcare Realty HR Stock Holding History

Abound Wealth Management’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
Q4 		– Sell
-116
Closed -$2.11K – 1290
2024
Q3 		$2.11K Buy
+116
New +$2.06K ﹤0.01% 697

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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
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
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abound Wealth Management's HR Position: Q4 2024 in Review

Abound Wealth Management sold out of Healthcare Realty (HR) in Q4 2024, closing a stake of 116 shares — an estimated $2.11K sold.

Abound Wealth Management first reported a position in HR in Q3 2024 and held it in 1 quarter. The position peaked at $2.11K in Q3 2024. 417 funds tracked by Wall St. Rank hold HR as of Q4 2024.

  • Abound Wealth Management reported no remaining Healthcare Realty position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 116 Healthcare Realty shares in Q4 2024, an estimated $2.11K.
  • Abound Wealth Management first reported a position in Healthcare Realty in Q3 2024 and held it in 1 quarter.
  • Abound Wealth Management's Healthcare Realty position peaked at $2.11K in Q3 2024.
  • 417 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.