Geneos Wealth Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

Geneos 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
2020 Q1	–	Sell	-50	Closed	-$1K	–	2663
2019 Q4	$1K	Hold	50	–	–	﹤0.01%	2541
2019 Q3	$1K	Buy	+50	New	+$1.64K	﹤0.01%	2484
2018 Q2	–	Sell	-137	Closed	-$3K	–	2367
2018 Q1	$3K	Hold	137	–	–	﹤0.01%	2003
2017 Q4	$4K	Hold	137	–	–	﹤0.01%	1918
2017 Q3	$4K	Hold	137	–	–	﹤0.01%	1866
2017 Q2	$4K	Hold	137	–	–	﹤0.01%	1825
2017 Q1	$4K	Hold	137	–	–	﹤0.01%	1782
2016 Q4	$4K	Sell	137 -200	-59%	-$6.1K	﹤0.01%	1730
2016 Q3	$11K	Hold	337	–	–	﹤0.01%	1353
2016 Q2	$11K	Hold	337	–	–	﹤0.01%	1313
2016 Q1	$10K	Buy	+337	New	+$9.8K	﹤0.01%	1323

Other funds holding HR

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geneos Wealth Management's HR Position: Q1 2020 in Review

Geneos Wealth Management sold out of Healthcare Realty Trust Incorporated (HR) in Q1 2020, closing a stake of 50 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in HR in Q1 2016 and held it in 11 quarters. The position peaked at $11K in Q3 2016. 261 funds tracked by Wall St. Rank hold HR as of Q1 2020.

Geneos Wealth Management reported no remaining Healthcare Realty Trust Incorporated position as of Q1 2020 after selling out during the quarter.
Geneos Wealth Management sold 50 Healthcare Realty Trust Incorporated shares in Q1 2020, an estimated $1K.
Geneos Wealth Management first reported a position in Healthcare Realty Trust Incorporated in Q1 2016 and held it in 11 quarters.
Geneos Wealth Management's Healthcare Realty Trust Incorporated position peaked at $11K in Q3 2016.
261 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q1 2020.

Based on Geneos Wealth Management's 13F filing for Q1 2020, filed 7 Sep 2021.