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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Healthcare Realty HR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q2 		– Sell
-470
Closed -$9.09K – 291
2023
Q1 		$9.09K Hold
470
– – 0.01% 220
2022
Q4 		$9.06K Buy
+470
New +$9.23K 0.01% 214

Other funds holding HR

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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s HR Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Healthcare Realty (HR) in Q2 2023, closing a stake of 470 shares — an estimated $9.09K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in HR in Q4 2022 and held it in 2 quarters. The position peaked at $9.09K in Q1 2023. 402 funds tracked by Wall St. Rank hold HR as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Healthcare Realty position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 470 Healthcare Realty shares in Q2 2023, an estimated $9.09K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Healthcare Realty in Q4 2022 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Healthcare Realty position peaked at $9.09K in Q1 2023.
  • 402 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.