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Boyd Watterson Asset Management’s Healthcare Realty HR Stock Holding History

Boyd Watterson Asset 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
2024
Q2 		– Sell
-250
Closed -$3.54K – 450
2024
Q1 		$3.54K Buy
+250
New +$3.77K ﹤0.01% 360

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boyd Watterson Asset Management's HR Position: Q2 2024 in Review

Boyd Watterson Asset Management sold out of Healthcare Realty (HR) in Q2 2024, closing a stake of 250 shares — an estimated $3.54K sold.

Boyd Watterson Asset Management first reported a position in HR in Q1 2024 and held it in 1 quarter. The position peaked at $3.54K in Q1 2024. 393 funds tracked by Wall St. Rank hold HR as of Q2 2024.

  • Boyd Watterson Asset Management reported no remaining Healthcare Realty position as of Q2 2024 after selling out during the quarter.
  • Boyd Watterson Asset Management sold 250 Healthcare Realty shares in Q2 2024, an estimated $3.54K.
  • Boyd Watterson Asset Management first reported a position in Healthcare Realty in Q1 2024 and held it in 1 quarter.
  • Boyd Watterson Asset Management's Healthcare Realty position peaked at $3.54K in Q1 2024.
  • 393 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2024.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.