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Concord Wealth Partners’s Healthcare Realty HR Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-28
Closed -$461 – 983
2024
Q2 		$461 Buy
+28
New +$428 ﹤0.01% 763
2021
Q1 		– Sell
-2,500
Closed -$69K – 1023
2020
Q4 		$69K Buy
+2,500
New +$66K 0.05% 169

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concord Wealth Partners's HR Position: Q3 2024 in Review

Concord Wealth Partners sold out of Healthcare Realty (HR) in Q3 2024, closing a stake of 28 shares — an estimated $461 sold.

Concord Wealth Partners first reported a position in HR in Q4 2020 and held it in 2 quarters. The position peaked at $69K in Q4 2020. 411 funds tracked by Wall St. Rank hold HR as of Q3 2024.

  • Concord Wealth Partners reported no remaining Healthcare Realty position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 28 Healthcare Realty shares in Q3 2024, an estimated $461.
  • Concord Wealth Partners first reported a position in Healthcare Realty in Q4 2020 and held it in 2 quarters.
  • Concord Wealth Partners's Healthcare Realty position peaked at $69K in Q4 2020.
  • 411 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.