DWS
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Dynamic Wealth Strategies’s Healthcare Realty HR Stock Holding History

Dynamic Wealth Strategies’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
-546
Closed -$8K – 242
2024
Q1 		$8K Hold
546
– – 0.01% 211
2023
Q4 		$9.41K Buy
+546
New +$8.34K 0.01% 203

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

Dynamic Wealth Strategies's HR Position: Q2 2024 in Review

Dynamic Wealth Strategies sold out of Healthcare Realty (HR) in Q2 2024, closing a stake of 546 shares — an estimated $8K sold.

Dynamic Wealth Strategies first reported a position in HR in Q4 2023 and held it in 2 quarters. The position peaked at $9.41K in Q4 2023. 393 funds tracked by Wall St. Rank hold HR as of Q2 2024.

  • Dynamic Wealth Strategies reported no remaining Healthcare Realty position as of Q2 2024 after selling out during the quarter.
  • Dynamic Wealth Strategies sold 546 Healthcare Realty shares in Q2 2024, an estimated $8K.
  • Dynamic Wealth Strategies first reported a position in Healthcare Realty in Q4 2023 and held it in 2 quarters.
  • Dynamic Wealth Strategies's Healthcare Realty position peaked at $9.41K in Q4 2023.
  • 393 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2024.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.