Claraphi Advisory Network’s Healthcare Realty HR Stock Holding History

Claraphi Advisory Network’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	-6,997	Closed	-$170K	–	678
2020 Q1	$170K	Buy	+6,997	New	+$211K	0.08%	221
2019 Q2	–	Sell	-7,059	Closed	-$202K	–	253
2019 Q1	$202K	Buy	+7,059	New	+$196K	0.13%	211

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

Claraphi Advisory Network's HR Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Healthcare Realty (HR) in Q2 2020, closing a stake of 6,997 shares — an estimated $170K sold.

Claraphi Advisory Network first reported a position in HR in Q1 2019 and held it in 2 quarters. The position peaked at $202K in Q1 2019. 335 funds tracked by Wall St. Rank hold HR as of Q2 2020.

Claraphi Advisory Network reported no remaining Healthcare Realty position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 6,997 Healthcare Realty shares in Q2 2020, an estimated $170K.
Claraphi Advisory Network first reported a position in Healthcare Realty in Q1 2019 and held it in 2 quarters.
Claraphi Advisory Network's Healthcare Realty position peaked at $202K in Q1 2019.
335 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.