AWM
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Accurate Wealth Management’s Healthcare Realty HR Stock Holding History

Accurate 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
2023
Q1 		– Sell
-830
Closed -$17K – 763
2022
Q4 		$17K Buy
+830
New +$16.3K 0.01% 734

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

Accurate Wealth Management's HR Position: Q1 2023 in Review

Accurate Wealth Management sold out of Healthcare Realty (HR) in Q1 2023, closing a stake of 830 shares — an estimated $17K sold.

Accurate Wealth Management first reported a position in HR in Q4 2022 and held it in 1 quarter. The position peaked at $17K in Q4 2022. 419 funds tracked by Wall St. Rank hold HR as of Q1 2023.

  • Accurate Wealth Management reported no remaining Healthcare Realty position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 830 Healthcare Realty shares in Q1 2023, an estimated $17K.
  • Accurate Wealth Management first reported a position in Healthcare Realty in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Healthcare Realty position peaked at $17K in Q4 2022.
  • 419 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.