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Certified Advisory Corp’s Healthcare Realty HR Stock Holding History

Certified Advisory Corp’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
Q2 		– Sell
-1,268
Closed -$35K – 435
2021
Q1 		$35K Buy
+1,268
New +$35.5K 0.01% 400
2020
Q2 		$32K Buy
1,223
+16
+1% +$410 0.01% 365
2020
Q1 		$29K Buy
1,207
+12
+1% +$363 0.01% 352
2019
Q4 		$36K Buy
1,195
+13
+1% +$389 0.01% 361
2019
Q3 		$35K Buy
1,182
+13
+1% +$363 0.01% 374
2019
Q2 		$32K Buy
1,169
+12
+1% +$338 0.01% 383
2019
Q1 		$33K Buy
1,157
+14
+1% +$389 0.01% 351
2018
Q4 		$29K Buy
1,143
+14
+1% +$371 0.02% 354
2018
Q3 		$30K Buy
1,129
+12
+1% +$331 0.01% 367
2018
Q2 		$30K Buy
1,117
+13
+1% +$331 0.02% 349
2018
Q1 		$29K Sell
1,104
-766
-41% -$20.4K 0.02% 345
2017
Q4 		$56K Buy
+1,870
New +$56.6K 0.04% 220

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Certified Advisory Corp's HR Position: Q2 2021 in Review

Certified Advisory Corp sold out of Healthcare Realty (HR) in Q2 2021, closing a stake of 1,268 shares — an estimated $35K sold.

Certified Advisory Corp first reported a position in HR in Q4 2017 and held it in 12 quarters. The position peaked at $56K in Q4 2017. 368 funds tracked by Wall St. Rank hold HR as of Q2 2021.

  • Certified Advisory Corp reported no remaining Healthcare Realty position as of Q2 2021 after selling out during the quarter.
  • Certified Advisory Corp sold 1,268 Healthcare Realty shares in Q2 2021, an estimated $35K.
  • Certified Advisory Corp first reported a position in Healthcare Realty in Q4 2017 and held it in 12 quarters.
  • Certified Advisory Corp's Healthcare Realty position peaked at $56K in Q4 2017.
  • 368 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.