Berman Capital Advisors’s Healthcare Realty HR Stock Holding History

Berman Capital 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	$95K	Buy	3,243 +1,846	+132%	+$53.8K	0.01%	456
2021 Q2	$36K	Buy	1,397 +635	+83%	+$18K	0.01%	701
2021 Q1	$20K	Buy	762 +631	+482%	+$17.6K	﹤0.01%	789
2020 Q4	$3K	Sell	131 -54	-29%	-$1.43K	﹤0.01%	1300
2020 Q3	$4K	Sell	185 -211	-53%	-$5.54K	﹤0.01%	1107
2020 Q2	$10K	Buy	396 +13	+3%	+$333	﹤0.01%	757
2020 Q1	$9K	Sell	383 -24	-6%	-$725	﹤0.01%	691
2019 Q4	$12K	Buy	407 +3	+0.7%	+$90	﹤0.01%	675
2019 Q3	$11K	Buy	404 +3	+0.7%	+$84	﹤0.01%	683
2019 Q2	$11K	Buy	401 +170	+74%	+$4.79K	﹤0.01%	691
2019 Q1	$6K	Buy	231 +79	+52%	+$2.2K	﹤0.01%	814
2018 Q4	$3K	Buy	+152	New	+$4.03K	﹤0.01%	802

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Berman Capital Advisors's HR Position: Q3 2021 in Review

Berman Capital Advisors increased its Healthcare Realty (HR) stake by 132% in Q3 2021, buying an estimated $53.8K and bringing the position to 3,243 shares worth $95K. The position accounts for 0.01% of the portfolio, ranked #456.

Berman Capital Advisors first reported a position in HR in Q4 2018 and has held it in 12 quarters since. 338 funds tracked by Wall St. Rank hold HR as of Q3 2021.

Berman Capital Advisors held 3,243 shares of Healthcare Realty worth $95K as of Q3 2021.
Berman Capital Advisors bought 1,846 Healthcare Realty shares in Q3 2021, an estimated $53.8K.
Healthcare Realty made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #456 holding.
Berman Capital Advisors first reported a position in Healthcare Realty in Q4 2018 and has held it in 12 quarters since.
338 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.