Freedom Wealth Alliance’s Healthcare Realty HR Stock Holding History

Freedom Wealth Alliance’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 Q1	–	Sell	-750	Closed	-$14.5K	–	231
2022 Q4	$14.5K	Buy	+750	New	+$14.7K	0.02%	244

Other funds holding HR

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedom Wealth Alliance's HR Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Healthcare Realty (HR) in Q1 2023, closing a stake of 750 shares — an estimated $14.5K sold.

Freedom Wealth Alliance first reported a position in HR in Q4 2022 and held it in 1 quarter. The position peaked at $14.5K in Q4 2022. 419 funds tracked by Wall St. Rank hold HR as of Q1 2023.

Freedom Wealth Alliance reported no remaining Healthcare Realty position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 750 Healthcare Realty shares in Q1 2023, an estimated $14.5K.
Freedom Wealth Alliance first reported a position in Healthcare Realty in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Healthcare Realty position peaked at $14.5K in Q4 2022.
419 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.