GDS Wealth Management’s Healthcare Realty HR Stock Holding History

GDS 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
2022 Q2	–	Sell	-7,064	Closed	-$218K	–	106
2022 Q1	$218K	Sell	7,064 -41	-0.6%	-$1.29K	0.05%	99
2021 Q4	$237K	Buy	+7,105	New	+$237K	0.05%	98

Other funds holding HR

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

GDS Wealth Management's HR Position: Q2 2022 in Review

GDS Wealth Management sold out of Healthcare Realty (HR) in Q2 2022, closing a stake of 7,064 shares — an estimated $218K sold.

GDS Wealth Management first reported a position in HR in Q4 2021 and held it in 2 quarters. The position peaked at $237K in Q4 2021. 383 funds tracked by Wall St. Rank hold HR as of Q2 2022.

GDS Wealth Management reported no remaining Healthcare Realty position as of Q2 2022 after selling out during the quarter.
GDS Wealth Management sold 7,064 Healthcare Realty shares in Q2 2022, an estimated $218K.
GDS Wealth Management first reported a position in Healthcare Realty in Q4 2021 and held it in 2 quarters.
GDS Wealth Management's Healthcare Realty position peaked at $237K in Q4 2021.
383 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2022.

Based on GDS Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.