Arete Wealth Advisors’s Healthcare Realty HR Stock Holding History

Arete Wealth Advisors’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
2020 Q1	–	Sell	-6,808	Closed	-$206K	–	374
2019 Q4	$206K	Sell	6,808 -1,196	-15%	-$35.7K	0.04%	367
2019 Q3	$235K	Buy	+8,004	New	+$224K	0.04%	339
2018 Q3	–	Sell	-13,968	Closed	-$377K	–	379
2018 Q2	$377K	Buy	13,968 +1,851	+15%	+$47.1K	0.09%	234
2018 Q1	$320K	Buy	+12,117	New	+$323K	0.11%	228
2014 Q1	–	Sell	-13,207	Closed	-$260K	–	116
2013 Q4	$260K	Buy	+13,207	New	+$280K	0.26%	78

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Arete Wealth Advisors's HR Position: Q1 2020 in Review

Arete Wealth Advisors sold out of Healthcare Realty (HR) in Q1 2020, closing a stake of 6,808 shares — an estimated $206K sold.

Arete Wealth Advisors first reported a position in HR in Q4 2013 and held it in 5 quarters. The position peaked at $377K in Q2 2018. 340 funds tracked by Wall St. Rank hold HR as of Q1 2020.

Arete Wealth Advisors reported no remaining Healthcare Realty position as of Q1 2020 after selling out during the quarter.
Arete Wealth Advisors sold 6,808 Healthcare Realty shares in Q1 2020, an estimated $206K.
Arete Wealth Advisors first reported a position in Healthcare Realty in Q4 2013 and held it in 5 quarters.
Arete Wealth Advisors's Healthcare Realty position peaked at $377K in Q2 2018.
340 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2020.

Based on Arete Wealth Advisors's 13F filing for Q1 2020, filed 14 May 2020.