IHT Wealth Management’s Healthcare Realty HR Stock Holding History

IHT Wealth Management’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
2020 Q1	–	Sell	-7,649	Closed	-$232K	–	600
2019 Q4	$232K	Sell	7,649 -236	-3%	-$7.05K	0.03%	526
2019 Q3	$232K	Buy	+7,885	New	+$220K	0.03%	496
2019 Q2	–	Sell	-12,067	Closed	-$345K	–	555
2019 Q1	$345K	Buy	12,067 +51	+0.4%	+$1.42K	0.06%	333
2018 Q4	$304K	Sell	12,016 -175	-1%	-$4.64K	0.06%	328
2018 Q3	$325K	Sell	12,191 -459	-4%	-$12.7K	0.07%	301
2018 Q2	$341K	Sell	12,650 -6,498	-34%	-$165K	0.09%	275
2018 Q1	$489K	Buy	19,148 +402	+2%	+$10.7K	0.13%	188
2017 Q4	$542K	Buy	+18,746	New	+$567K	0.14%	177

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

IHT Wealth Management's HR Position: Q1 2020 in Review

IHT Wealth Management sold out of Healthcare Realty (HR) in Q1 2020, closing a stake of 7,649 shares — an estimated $232K sold.

IHT Wealth Management first reported a position in HR in Q4 2017 and held it in 8 quarters. The position peaked at $542K in Q4 2017. 340 funds tracked by Wall St. Rank hold HR as of Q1 2020.

IHT Wealth Management reported no remaining Healthcare Realty position as of Q1 2020 after selling out during the quarter.
IHT Wealth Management sold 7,649 Healthcare Realty shares in Q1 2020, an estimated $232K.
IHT Wealth Management first reported a position in Healthcare Realty in Q4 2017 and held it in 8 quarters.
IHT Wealth Management's Healthcare Realty position peaked at $542K in Q4 2017.
340 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2020.

Based on IHT Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.