Atlas Private Wealth Advisors’s Healthcare Realty HR Stock Holding History

Atlas Private 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	-800	Closed	-$24K	–	387
2021 Q3	$24K	Hold	800	–	–	0.01%	322
2021 Q2	$21K	Sell	800 -500	-38%	-$14.1K	0.01%	352
2021 Q1	$36K	Hold	1,300	–	–	0.02%	269
2020 Q4	$36K	Sell	1,300 -700	-35%	-$18.5K	0.02%	256
2020 Q3	$52K	Sell	2,000 -1,500	-43%	-$39.4K	0.04%	198
2020 Q2	$93K	Buy	+3,500	New	+$89.7K	0.08%	150

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

Atlas Private Wealth Advisors's HR Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Healthcare Realty (HR) in Q4 2021, closing a stake of 800 shares — an estimated $24K sold.

Atlas Private Wealth Advisors first reported a position in HR in Q2 2020 and held it in 6 quarters. The position peaked at $93K in Q2 2020. 386 funds tracked by Wall St. Rank hold HR as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Healthcare Realty position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 800 Healthcare Realty shares in Q4 2021, an estimated $24K.
Atlas Private Wealth Advisors first reported a position in Healthcare Realty in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Healthcare Realty position peaked at $93K in Q2 2020.
386 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.