EWA
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ERTS Wealth Advisors’s Healthcare Realty HR Stock Holding History

ERTS Wealth Advisors’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
2019
Q1 		– Sell
-1,180
Closed -$30K – 179
2018
Q4 		$30K Buy
+1,180
New +$31.3K 0.02% 192

Other funds holding HR

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

ERTS Wealth Advisors's HR Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of Healthcare Realty (HR) in Q1 2019, closing a stake of 1,180 shares — an estimated $30K sold.

ERTS Wealth Advisors first reported a position in HR in Q4 2018 and held it in 1 quarter. The position peaked at $30K in Q4 2018. 336 funds tracked by Wall St. Rank hold HR as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining Healthcare Realty position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 1,180 Healthcare Realty shares in Q1 2019, an estimated $30K.
  • ERTS Wealth Advisors first reported a position in Healthcare Realty in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's Healthcare Realty position peaked at $30K in Q4 2018.
  • 336 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.