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Financial Advocates Investment Management’s Healthcare Realty HR Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-9,098
Closed -$241K – 656
2020
Q2 		$241K Buy
+9,098
New +$233K 0.02% 512
2020
Q1 		– Sell
-6,691
Closed -$203K – 506
2019
Q4 		$203K Buy
+6,691
New +$200K 0.02% 485

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Financial Advocates Investment Management's HR Position: Q3 2020 in Review

Financial Advocates Investment Management sold out of Healthcare Realty (HR) in Q3 2020, closing a stake of 9,098 shares — an estimated $241K sold.

Financial Advocates Investment Management first reported a position in HR in Q4 2019 and held it in 2 quarters. The position peaked at $241K in Q2 2020. 337 funds tracked by Wall St. Rank hold HR as of Q3 2020.

  • Financial Advocates Investment Management reported no remaining Healthcare Realty position as of Q3 2020 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,098 Healthcare Realty shares in Q3 2020, an estimated $241K.
  • Financial Advocates Investment Management first reported a position in Healthcare Realty in Q4 2019 and held it in 2 quarters.
  • Financial Advocates Investment Management's Healthcare Realty position peaked at $241K in Q2 2020.
  • 337 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2020.

Based on Financial Advocates Investment Management's 13F filing for Q3 2020, filed 4 Nov 2020.