Evoke Wealth’s Healthcare Realty HR Stock Holding History

Evoke Wealth’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
2021 Q2	–	Sell	-179	Closed	-$5K	–	1202
2021 Q1	$5K	Buy	+179	New	+$5K	﹤0.01%	845
2020 Q2	–	Sell	-60	Closed	-$1.46K	–	1121
2020 Q1	$1.46K	Hold	60	–	–	﹤0.01%	865
2019 Q4	$1.84K	Hold	60	–	–	﹤0.01%	1083
2019 Q3	$1.76K	Buy	+60	New	+$1.68K	﹤0.01%	1229

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

Norges Bank Oslo, Norway $935B AUM

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Evoke Wealth's HR Position: Q2 2021 in Review

Evoke Wealth sold out of Healthcare Realty (HR) in Q2 2021, closing a stake of 179 shares — an estimated $5K sold.

Evoke Wealth first reported a position in HR in Q3 2019 and held it in 4 quarters. The position peaked at $5K in Q1 2021. 368 funds tracked by Wall St. Rank hold HR as of Q2 2021.

Evoke Wealth reported no remaining Healthcare Realty position as of Q2 2021 after selling out during the quarter.
Evoke Wealth sold 179 Healthcare Realty shares in Q2 2021, an estimated $5K.
Evoke Wealth first reported a position in Healthcare Realty in Q3 2019 and held it in 4 quarters.
Evoke Wealth's Healthcare Realty position peaked at $5K in Q1 2021.
368 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2021.

Based on Evoke Wealth's 13F filing for Q2 2021, filed 5 Aug 2021.