Insight Wealth Strategies’s Healthcare Realty HR Stock Holding History

Insight Wealth Strategies’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
2021 Q2	–	Sell	-8,806	Closed	-$243K	–	207
2021 Q1	$243K	Buy	8,806 +133	+2%	+$3.72K	0.03%	199
2020 Q4	$239K	Sell	8,673 -1,171	-12%	-$30.9K	0.04%	196
2020 Q3	$256K	Buy	9,844 +764	+8%	+$20K	0.05%	163
2020 Q2	$241K	Buy	9,080 +318	+4%	+$8.15K	0.05%	149
2020 Q1	$213K	Buy	8,762 +144	+2%	+$4.35K	0.06%	138
2019 Q4	$261K	Buy	+8,618	New	+$258K	0.06%	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

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

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

Norges Bank Oslo, Norway $935B AUM

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Insight Wealth Strategies's HR Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Healthcare Realty (HR) in Q2 2021, closing a stake of 8,806 shares — an estimated $243K sold.

Insight Wealth Strategies first reported a position in HR in Q4 2019 and held it in 6 quarters. The position peaked at $261K in Q4 2019. 368 funds tracked by Wall St. Rank hold HR as of Q2 2021.

Insight Wealth Strategies reported no remaining Healthcare Realty position as of Q2 2021 after selling out during the quarter.
Insight Wealth Strategies sold 8,806 Healthcare Realty shares in Q2 2021, an estimated $243K.
Insight Wealth Strategies first reported a position in Healthcare Realty in Q4 2019 and held it in 6 quarters.
Insight Wealth Strategies's Healthcare Realty position peaked at $261K in Q4 2019.
368 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.