Arkadios Wealth Advisors’s Healthcare Realty HR Stock Holding History

Arkadios 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
2021 Q4	–	Sell	-1,183	Closed	-$35K	–	1100
2021 Q3	$35K	Sell	1,183 -1,541	-57%	-$44.9K	0.01%	1004
2021 Q2	$72K	Buy	2,724 +1,217	+81%	+$34.4K	0.01%	814
2021 Q1	$41K	Buy	1,507 +386	+34%	+$10.8K	0.01%	743
2020 Q4	$30K	Buy	1,121 +311	+38%	+$8.21K	0.01%	656
2020 Q3	$20.7K	Buy	810 +201	+33%	+$5.27K	0.01%	596
2020 Q2	$15.8K	Buy	+609	New	+$15.6K	0.01%	596

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Arkadios Wealth Advisors's HR Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Healthcare Realty (HR) in Q4 2021, closing a stake of 1,183 shares — an estimated $35K sold.

Arkadios Wealth Advisors first reported a position in HR in Q2 2020 and held it in 6 quarters. The position peaked at $72K in Q2 2021. 386 funds tracked by Wall St. Rank hold HR as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Healthcare Realty position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,183 Healthcare Realty shares in Q4 2021, an estimated $35K.
Arkadios Wealth Advisors first reported a position in Healthcare Realty in Q2 2020 and held it in 6 quarters.
Arkadios Wealth Advisors's Healthcare Realty position peaked at $72K in Q2 2021.
386 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.