HWMA
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Heritage Wealth Management (Arizona)’s Healthcare Realty HR Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$5.4K Buy
+280
New +$5.5K ﹤0.01% 869
2021
Q2 		– Sell
-1,620
Closed -$45K – 916
2021
Q1 		$45K Buy
+1,620
New +$45.3K 0.03% 392

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s HR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in Healthcare Realty (HR) in Q4 2022: 280 shares worth $5.4K. The stake represents ﹤0.01% of the portfolio and ranks #869 among its holdings. This is a return to the name: Heritage Wealth Management (Arizona) previously reported a position in HR as recently as Q1 2021.

Heritage Wealth Management (Arizona) first reported a position in HR in Q1 2021 and has held it in 2 quarters since. The position peaked at $45K in Q1 2021. 418 funds tracked by Wall St. Rank hold HR as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 280 shares of Healthcare Realty worth $5.4K as of Q4 2022.
  • Healthcare Realty was a new Heritage Wealth Management (Arizona) position in Q4 2022.
  • Healthcare Realty made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #869 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Healthcare Realty in Q1 2021 and has held it in 2 quarters since.
  • Heritage Wealth Management (Arizona)'s Healthcare Realty position peaked at $45K in Q1 2021.
  • 418 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.