Bison Wealth’s Healthcare Realty HR Stock Holding History

Bison Wealth’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	-14,612	Closed	-$355K	–	364
2020 Q1	$355K	Hold	14,612	–	–	0.26%	112
2019 Q4	$442K	Hold	14,612	–	–	0.21%	123
2019 Q3	$429K	Hold	14,612	–	–	0.24%	110
2019 Q2	$401K	Hold	14,612	–	–	0.23%	124
2019 Q1	$418K	Hold	14,612	–	–	0.26%	120
2018 Q4	$370K	Hold	14,612	–	–	0.27%	108
2018 Q3	$390K	Buy	+14,612	New	+$403K	0.26%	121

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 New York $57.6B AUM 8.03% 1-Year Est. Return

Bison Wealth's HR Position: Q2 2020 in Review

Bison Wealth sold out of Healthcare Realty (HR) in Q2 2020, closing a stake of 14,612 shares — an estimated $355K sold.

Bison Wealth first reported a position in HR in Q3 2018 and held it in 7 quarters. The position peaked at $442K in Q4 2019. 335 funds tracked by Wall St. Rank hold HR as of Q2 2020.

Bison Wealth reported no remaining Healthcare Realty position as of Q2 2020 after selling out during the quarter.
Bison Wealth sold 14,612 Healthcare Realty shares in Q2 2020, an estimated $355K.
Bison Wealth first reported a position in Healthcare Realty in Q3 2018 and held it in 7 quarters.
Bison Wealth's Healthcare Realty position peaked at $442K in Q4 2019.
335 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2020.

Based on Bison Wealth's 13F filing for Q2 2020, filed 3 Aug 2020.