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Beck Capital Management’s Healthcare Realty HR Stock Holding History

Beck Capital 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
2020
Q2 		– Sell
-43,714
Closed -$1.06M – 89
2020
Q1 		$1.06M Sell
43,714
-3,821
-8% -$115K 0.97% 28
2019
Q4 		$1.44M Buy
47,535
+24,010
+102% +$718K 0.71% 47
2019
Q3 		$691K Buy
+23,525
New +$657K 0.38% 59

Other funds holding HR

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Beck Capital Management's HR Position: Q2 2020 in Review

Beck Capital Management sold out of Healthcare Realty (HR) in Q2 2020, closing a stake of 43,714 shares — an estimated $1.06M sold.

Beck Capital Management first reported a position in HR in Q3 2019 and held it in 3 quarters. The position peaked at $1.44M in Q4 2019. 335 funds tracked by Wall St. Rank hold HR as of Q2 2020.

  • Beck Capital Management reported no remaining Healthcare Realty position as of Q2 2020 after selling out during the quarter.
  • Beck Capital Management sold 43,714 Healthcare Realty shares in Q2 2020, an estimated $1.06M.
  • Beck Capital Management first reported a position in Healthcare Realty in Q3 2019 and held it in 3 quarters.
  • Beck Capital Management's Healthcare Realty position peaked at $1.44M in Q4 2019.
  • 335 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2020.

Based on Beck Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.