Accel Wealth Management’s Healthcare Realty HR Stock Holding History

Accel 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 Q3	–	Sell	-10,700	Closed	-$176K	–	264
2024 Q2	$176K	Buy	+10,700	New	+$164K	0.07%	231
2023 Q2	–	Sell	-700	Closed	-$13.5K	–	472
2023 Q1	$13.5K	Hold	700	–	–	0.01%	811
2022 Q4	$13.5K	Hold	700	–	–	0.01%	639
2022 Q3	$15K	Hold	700	–	–	0.01%	635
2022 Q2	$21K	Hold	700	–	–	0.01%	529
2022 Q1	$22K	Hold	700	–	–	0.01%	534
2021 Q4	$23K	Sell	700 -300	-30%	-$10K	0.01%	540
2021 Q3	$30K	Hold	1,000	–	–	0.02%	417
2021 Q2	$27K	Hold	1,000	–	–	0.02%	458
2021 Q1	$28K	Sell	1,000 -300	-23%	-$8.39K	0.02%	425
2020 Q4	$36K	Buy	+1,300	New	+$34.3K	0.03%	362

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Accel Wealth Management's HR Position: Q3 2024 in Review

Accel Wealth Management sold out of Healthcare Realty (HR) in Q3 2024, closing a stake of 10,700 shares — an estimated $176K sold.

Accel Wealth Management first reported a position in HR in Q4 2020 and held it in 11 quarters. The position peaked at $176K in Q2 2024. 410 funds tracked by Wall St. Rank hold HR as of Q3 2024.

Accel Wealth Management reported no remaining Healthcare Realty position as of Q3 2024 after selling out during the quarter.
Accel Wealth Management sold 10,700 Healthcare Realty shares in Q3 2024, an estimated $176K.
Accel Wealth Management first reported a position in Healthcare Realty in Q4 2020 and held it in 11 quarters.
Accel Wealth Management's Healthcare Realty position peaked at $176K in Q2 2024.
410 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2024.

Based on Accel Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.