FWM
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FFT Wealth Management’s Healthcare Realty HR Stock Holding History

FFT 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
2023
Q3 		– Sell
-13,730
Closed -$259K – 121
2023
Q2 		$259K Sell
13,730
-942
-6% -$18.2K 0.03% 91
2023
Q1 		$284K Buy
14,672
+835
+6% +$16.8K 0.04% 73
2022
Q4 		$267K Buy
13,837
+2,262
+20% +$44.4K 0.03% 71
2022
Q3 		$241K Buy
+11,575
New +$294K 0.03% 70

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FFT Wealth Management's HR Position: Q3 2023 in Review

FFT Wealth Management sold out of Healthcare Realty (HR) in Q3 2023, closing a stake of 13,730 shares — an estimated $259K sold.

FFT Wealth Management first reported a position in HR in Q3 2022 and held it in 4 quarters. The position peaked at $284K in Q1 2023. 396 funds tracked by Wall St. Rank hold HR as of Q3 2023.

  • FFT Wealth Management reported no remaining Healthcare Realty position as of Q3 2023 after selling out during the quarter.
  • FFT Wealth Management sold 13,730 Healthcare Realty shares in Q3 2023, an estimated $259K.
  • FFT Wealth Management first reported a position in Healthcare Realty in Q3 2022 and held it in 4 quarters.
  • FFT Wealth Management's Healthcare Realty position peaked at $284K in Q1 2023.
  • 396 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2023.

Based on FFT Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.