Endurance Wealth Management’s Healthcare Realty HR Stock Holding History

Endurance Wealth Management’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 Q4	–	Sell	-325	Closed	-$8K	–	627
2020 Q3	$8K	Hold	325	–	–	﹤0.01%	496
2020 Q2	$9K	Hold	325	–	–	﹤0.01%	472
2020 Q1	$8K	Hold	325	–	–	﹤0.01%	447
2019 Q4	$10K	Hold	325	–	–	﹤0.01%	421
2019 Q3	$10K	Hold	325	–	–	﹤0.01%	423
2019 Q2	$9K	Hold	325	–	–	﹤0.01%	387
2019 Q1	$9K	Hold	325	–	–	﹤0.01%	386
2018 Q4	$8K	Hold	325	–	–	﹤0.01%	383
2018 Q3	$9K	Hold	325	–	–	﹤0.01%	404
2018 Q2	$9K	Hold	325	–	–	﹤0.01%	409
2018 Q1	$9K	Hold	325	–	–	﹤0.01%	435
2017 Q4	$10K	Hold	325	–	–	﹤0.01%	415
2017 Q3	$10K	Hold	325	–	–	﹤0.01%	405
2017 Q2	$10K	Hold	325	–	–	﹤0.01%	410
2017 Q1	$10K	Hold	325	–	–	﹤0.01%	412
2016 Q4	$9K	Hold	325	–	–	﹤0.01%	394
2016 Q3	$10K	Buy	+325	New	+$10.8K	﹤0.01%	394

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Endurance Wealth Management's HR Position: Q4 2020 in Review

Endurance Wealth Management sold out of Healthcare Realty (HR) in Q4 2020, closing a stake of 325 shares — an estimated $8K sold.

Endurance Wealth Management first reported a position in HR in Q3 2016 and held it in 17 quarters. The position peaked at $10K in Q4 2019. 343 funds tracked by Wall St. Rank hold HR as of Q4 2020.

Endurance Wealth Management reported no remaining Healthcare Realty position as of Q4 2020 after selling out during the quarter.
Endurance Wealth Management sold 325 Healthcare Realty shares in Q4 2020, an estimated $8K.
Endurance Wealth Management first reported a position in Healthcare Realty in Q3 2016 and held it in 17 quarters.
Endurance Wealth Management's Healthcare Realty position peaked at $10K in Q4 2019.
343 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2020.

Based on Endurance Wealth Management's 13F filing for Q4 2020, filed 15 Jan 2021.