Heritage Wealth Advisors’s Healthcare Realty HR Stock Holding History

Heritage Wealth Advisors’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
2024 Q1	–	Sell	-450	Closed	-$7.75K	–	555
2023 Q4	$7.75K	Hold	450	–	–	﹤0.01%	463
2023 Q3	$6.87K	Hold	450	–	–	﹤0.01%	429
2023 Q2	$8.49K	Hold	450	–	–	﹤0.01%	442
2023 Q1	$8.7K	Hold	450	–	–	﹤0.01%	453
2022 Q4	$8.67K	Sell	450 -200	-31%	-$3.93K	﹤0.01%	459
2022 Q3	$13.6K	Buy	650 +450	+225%	+$11.4K	﹤0.01%	403
2022 Q2	$6K	Hold	200	–	–	﹤0.01%	485
2022 Q1	$6K	Hold	200	–	–	﹤0.01%	466
2021 Q4	$7K	Hold	200	–	–	﹤0.01%	466
2021 Q3	$5.93K	Hold	200	–	–	﹤0.01%	464
2021 Q2	$5.34K	Hold	200	–	–	﹤0.01%	478
2021 Q1	$5.52K	Buy	+200	New	+$5.59K	﹤0.01%	487

Other funds holding HR

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

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

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

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

AAMU

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Advisors's HR Position: Q1 2024 in Review

Heritage Wealth Advisors sold out of Healthcare Realty (HR) in Q1 2024, closing a stake of 450 shares — an estimated $7.75K sold.

Heritage Wealth Advisors first reported a position in HR in Q1 2021 and held it in 12 quarters. The position peaked at $13.6K in Q3 2022. 402 funds tracked by Wall St. Rank hold HR as of Q1 2024.

Heritage Wealth Advisors reported no remaining Healthcare Realty position as of Q1 2024 after selling out during the quarter.
Heritage Wealth Advisors sold 450 Healthcare Realty shares in Q1 2024, an estimated $7.75K.
Heritage Wealth Advisors first reported a position in Healthcare Realty in Q1 2021 and held it in 12 quarters.
Heritage Wealth Advisors's Healthcare Realty position peaked at $13.6K in Q3 2022.
402 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2024.

Based on Heritage Wealth Advisors's 13F filing for Q1 2024, filed 8 May 2024.