DB Wealth Management Group’s Healthcare Realty HR Stock Holding History

DB Wealth Management Group’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
2023 Q4	$27.1K	Hold	1,571	–	–	0.02%	208
2023 Q3	$24K	Hold	1,571	–	–	0.02%	211
2023 Q2	$29.6K	Sell	1,571 -471	-23%	-$9.1K	0.02%	191
2023 Q1	$39.5K	Hold	2,042	–	–	0.02%	165
2022 Q4	$39.3K	Hold	2,042	–	–	0.03%	163
2022 Q3	$43K	Hold	2,042	–	–	0.03%	158
2022 Q2	$57K	Hold	2,042	–	–	0.04%	147
2022 Q1	$64K	Hold	2,042	–	–	0.04%	150
2021 Q4	$68K	Hold	2,042	–	–	0.04%	142
2021 Q3	$61K	Hold	2,042	–	–	0.04%	143
2021 Q2	$55K	Hold	2,042	–	–	0.04%	155
2021 Q1	$56K	Hold	2,042	–	–	0.04%	157
2020 Q4	$56K	Buy	+2,042	New	+$53.9K	0.04%	145

Other funds holding HR

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

DB Wealth Management Group's HR Position: Q4 2023 in Review

DB Wealth Management Group held its Healthcare Realty (HR) position steady in Q4 2023 at 1,571 shares worth $27.1K. The position accounts for 0.02% of the portfolio, ranked #208.

DB Wealth Management Group first reported a position in HR in Q4 2020 and has held it in 13 quarters since. The position peaked at $68K in Q4 2021. 410 funds tracked by Wall St. Rank hold HR as of Q4 2023.

DB Wealth Management Group held 1,571 shares of Healthcare Realty worth $27.1K as of Q4 2023.
DB Wealth Management Group left its Healthcare Realty share count unchanged in Q4 2023.
Healthcare Realty made up 0.02% of DB Wealth Management Group's portfolio in Q4 2023, its #208 holding.
DB Wealth Management Group first reported a position in Healthcare Realty in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Healthcare Realty position peaked at $68K in Q4 2021.
410 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.