HHM Wealth Advisors’s Healthcare Realty HR Stock Holding History

HHM 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
2023 Q2	–	Sell	-93	Closed	-$1.8K	–	827
2023 Q1	$1.8K	Hold	93	–	–	﹤0.01%	732
2022 Q4	$1.79K	Buy	+93	New	+$1.83K	﹤0.01%	616
2022 Q3	–	Sell	-241	Closed	-$7K	–	728
2022 Q2	$7K	Buy	+241	New	+$7.16K	﹤0.01%	592

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

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

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

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

AAMU

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

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

RIM

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

HHM Wealth Advisors's HR Position: Q2 2023 in Review

HHM Wealth Advisors sold out of Healthcare Realty (HR) in Q2 2023, closing a stake of 93 shares — an estimated $1.8K sold.

HHM Wealth Advisors first reported a position in HR in Q2 2022 and held it in 3 quarters. The position peaked at $7K in Q2 2022. 401 funds tracked by Wall St. Rank hold HR as of Q2 2023.

HHM Wealth Advisors reported no remaining Healthcare Realty position as of Q2 2023 after selling out during the quarter.
HHM Wealth Advisors sold 93 Healthcare Realty shares in Q2 2023, an estimated $1.8K.
HHM Wealth Advisors first reported a position in Healthcare Realty in Q2 2022 and held it in 3 quarters.
HHM Wealth Advisors's Healthcare Realty position peaked at $7K in Q2 2022.
401 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2023.

Based on HHM Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.