HWMA
COR

Heritage Wealth Management (Arizona)’s Coresite Realty Corporation COR Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio COR Stock Details COR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$5K Hold
35
– – ﹤0.01% 743
2021
Q2 		$5K Hold
35
– – ﹤0.01% 761
2021
Q1 		$4K Buy
+35
New +$4.26K ﹤0.01% 674

Other funds holding COR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s COR Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) held its Coresite Realty Corporation (COR) position steady in Q3 2021 at 35 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Heritage Wealth Management (Arizona) first reported a position in COR in Q1 2021 and has held it in 3 quarters since. 398 funds tracked by Wall St. Rank hold COR as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 35 shares of Coresite Realty Corporation worth $5K as of Q3 2021.
  • Heritage Wealth Management (Arizona) left its Coresite Realty Corporation share count unchanged in Q3 2021.
  • Coresite Realty Corporation made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #743 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Coresite Realty Corporation in Q1 2021 and has held it in 3 quarters since.
  • 398 funds tracked by Wall St. Rank held Coresite Realty Corporation as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.