GWAG
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Garrett Wealth Advisory Group’s Healthcare Realty HR Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-129
Closed -$3.79K – 308
2019
Q3 		$3.79K Buy
+129
New +$3.6K ﹤0.01% 416

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $13B AUM 5.3% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Garrett Wealth Advisory Group's HR Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Healthcare Realty (HR) in Q4 2019, closing a stake of 129 shares — an estimated $3.79K sold.

Garrett Wealth Advisory Group first reported a position in HR in Q3 2019 and held it in 1 quarter. The position peaked at $3.79K in Q3 2019. 339 funds tracked by Wall St. Rank hold HR as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Healthcare Realty position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 129 Healthcare Realty shares in Q4 2019, an estimated $3.79K.
  • Garrett Wealth Advisory Group first reported a position in Healthcare Realty in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Healthcare Realty position peaked at $3.79K in Q3 2019.
  • 339 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.