Glassman Wealth Services’s Healthcare Realty Trust Incorporated HR Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-64	Closed	-$2K	–	2093
2021 Q4	$2K	Sell	64 -60	-48%	-$1.92K	﹤0.01%	1282
2021 Q3	$4K	Hold	124	–	–	﹤0.01%	1046
2021 Q2	$4K	Hold	124	–	–	﹤0.01%	1021
2021 Q1	$4K	Hold	124	–	–	﹤0.01%	967
2020 Q4	$4K	Hold	124	–	–	﹤0.01%	941
2020 Q3	$4K	Buy	124 +47	+61%	+$1.35K	﹤0.01%	871
2020 Q2	$2K	Buy	77 +21	+38%	+$629	﹤0.01%	943
2020 Q1	$2K	Hold	56	–	–	﹤0.01%	789
2019 Q4	$2K	Buy	56 +28	+100%	+$929	﹤0.01%	830
2019 Q3	$1K	Hold	28	–	–	﹤0.01%	1011
2019 Q2	$1K	Hold	28	–	–	﹤0.01%	1034
2019 Q1	$1K	Buy	+28	New	+$879	﹤0.01%	1006

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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Glassman Wealth Services's HR Position: Q1 2022 in Review

Glassman Wealth Services sold out of Healthcare Realty Trust Incorporated (HR) in Q1 2022, closing a stake of 64 shares — an estimated $2K sold.

Glassman Wealth Services first reported a position in HR in Q1 2019 and held it in 12 quarters. The position peaked at $4K in Q3 2021. 304 funds tracked by Wall St. Rank hold HR as of Q1 2022.

Glassman Wealth Services reported no remaining Healthcare Realty Trust Incorporated position as of Q1 2022 after selling out during the quarter.
Glassman Wealth Services sold 64 Healthcare Realty Trust Incorporated shares in Q1 2022, an estimated $2K.
Glassman Wealth Services first reported a position in Healthcare Realty Trust Incorporated in Q1 2019 and held it in 12 quarters.
Glassman Wealth Services's Healthcare Realty Trust Incorporated position peaked at $4K in Q3 2021.
304 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.