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Bellwether Advisors’s Healthcare Realty HR Stock Holding History

Bellwether 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
Q3 		– Sell
-6,074
Closed -$162K – 574
2021
Q2 		$162K Hold
6,074
– – 0.06% 135
2021
Q1 		$167K Hold
6,074
– – 0.07% 119
2020
Q4 		$167K Buy
+6,074
New +$160K 0.07% 112

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bellwether Advisors's HR Position: Q3 2021 in Review

Bellwether Advisors sold out of Healthcare Realty (HR) in Q3 2021, closing a stake of 6,074 shares — an estimated $162K sold.

Bellwether Advisors first reported a position in HR in Q4 2020 and held it in 3 quarters. The position peaked at $167K in Q1 2021. 337 funds tracked by Wall St. Rank hold HR as of Q3 2021.

  • Bellwether Advisors reported no remaining Healthcare Realty position as of Q3 2021 after selling out during the quarter.
  • Bellwether Advisors sold 6,074 Healthcare Realty shares in Q3 2021, an estimated $162K.
  • Bellwether Advisors first reported a position in Healthcare Realty in Q4 2020 and held it in 3 quarters.
  • Bellwether Advisors's Healthcare Realty position peaked at $167K in Q1 2021.
  • 337 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2021.

Based on Bellwether Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.