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Bay Harbor Wealth Management’s Healthcare Realty HR Stock Holding History

Bay Harbor 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
2021
Q1 		– Sell
-1,366
Closed -$38K – 309
2020
Q4 		$38K Hold
1,366
– – 0.02% 176
2020
Q3 		$36K Hold
1,366
– – 0.02% 180
2020
Q2 		$36K Hold
1,366
– – 0.02% 180
2020
Q1 		$33K Hold
1,366
– – 0.02% 161
2019
Q4 		$41K Hold
1,366
– – 0.02% 169
2019
Q3 		$40K Hold
1,366
– – 0.02% 174
2019
Q2 		$37K Hold
1,366
– – 0.02% 186
2019
Q1 		$39K Hold
1,366
– – 0.03% 181
2018
Q4 		$35K Buy
+1,366
New +$36.2K 0.03% 180

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Bay Harbor Wealth Management's HR Position: Q1 2021 in Review

Bay Harbor Wealth Management sold out of Healthcare Realty (HR) in Q1 2021, closing a stake of 1,366 shares — an estimated $38K sold.

Bay Harbor Wealth Management first reported a position in HR in Q4 2018 and held it in 9 quarters. The position peaked at $41K in Q4 2019. 362 funds tracked by Wall St. Rank hold HR as of Q1 2021.

  • Bay Harbor Wealth Management reported no remaining Healthcare Realty position as of Q1 2021 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 1,366 Healthcare Realty shares in Q1 2021, an estimated $38K.
  • Bay Harbor Wealth Management first reported a position in Healthcare Realty in Q4 2018 and held it in 9 quarters.
  • Bay Harbor Wealth Management's Healthcare Realty position peaked at $41K in Q4 2019.
  • 362 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2021.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.