EPG Wealth Management’s Healthcare Realty HR Stock Holding History

EPG 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 Q1	–	Sell	-626	Closed	-$19K	–	809
2019 Q4	$19K	Buy	+626	New	+$18.7K	0.01%	359

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

EPG Wealth Management's HR Position: Q1 2020 in Review

EPG Wealth Management sold out of Healthcare Realty (HR) in Q1 2020, closing a stake of 626 shares — an estimated $19K sold.

EPG Wealth Management first reported a position in HR in Q4 2019 and held it in 1 quarter. The position peaked at $19K in Q4 2019. 341 funds tracked by Wall St. Rank hold HR as of Q1 2020.

EPG Wealth Management reported no remaining Healthcare Realty position as of Q1 2020 after selling out during the quarter.
EPG Wealth Management sold 626 Healthcare Realty shares in Q1 2020, an estimated $19K.
EPG Wealth Management first reported a position in Healthcare Realty in Q4 2019 and held it in 1 quarter.
EPG Wealth Management's Healthcare Realty position peaked at $19K in Q4 2019.
341 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2020.

Based on EPG Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.