GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Healthcare Realty HR Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-606
Closed -$17K – 634
2021
Q3 		$17K Buy
+606
New +$17.7K ﹤0.01% 539

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 $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's HR Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Healthcare Realty (HR) in Q4 2021, closing a stake of 606 shares — an estimated $17K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in HR in Q3 2021 and held it in 1 quarter. The position peaked at $17K in Q3 2021. 387 funds tracked by Wall St. Rank hold HR as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Healthcare Realty position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 606 Healthcare Realty shares in Q4 2021, an estimated $17K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Healthcare Realty in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Healthcare Realty position peaked at $17K in Q3 2021.
  • 387 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.