IWM
HR

IHT Wealth Management’s Healthcare Realty Trust Incorporated 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
2018
Q2 		– Sell
-522
Closed -$14K – 1687
2018
Q1 		$14K Hold
522
– – ﹤0.01% 1099
2017
Q4 		$16K Buy
+522
New +$16.9K ﹤0.01% 1062

Other funds holding HR

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IHT Wealth Management's HR Position: Q2 2018 in Review

IHT Wealth Management sold out of Healthcare Realty Trust Incorporated (HR) in Q2 2018, closing a stake of 522 shares — an estimated $14K sold.

IHT Wealth Management first reported a position in HR in Q4 2017 and held it in 2 quarters. The position peaked at $16K in Q4 2017. 242 funds tracked by Wall St. Rank hold HR as of Q2 2018.

  • IHT Wealth Management reported no remaining Healthcare Realty Trust Incorporated position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 522 Healthcare Realty Trust Incorporated shares in Q2 2018, an estimated $14K.
  • IHT Wealth Management first reported a position in Healthcare Realty Trust Incorporated in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's Healthcare Realty Trust Incorporated position peaked at $16K in Q4 2017.
  • 242 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.