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Intelligence Driven Advisers’s Healthcare Realty HR Stock Holding History

Intelligence Driven Advisers’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
2019
Q4 		– Sell
-10,053
Closed -$295K – 91
2019
Q3 		$295K Buy
+10,053
New +$281K 0.14% 72

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Intelligence Driven Advisers's HR Position: Q4 2019 in Review

Intelligence Driven Advisers sold out of Healthcare Realty (HR) in Q4 2019, closing a stake of 10,053 shares — an estimated $295K sold.

Intelligence Driven Advisers first reported a position in HR in Q3 2019 and held it in 1 quarter. The position peaked at $295K in Q3 2019. 339 funds tracked by Wall St. Rank hold HR as of Q4 2019.

  • Intelligence Driven Advisers reported no remaining Healthcare Realty position as of Q4 2019 after selling out during the quarter.
  • Intelligence Driven Advisers sold 10,053 Healthcare Realty shares in Q4 2019, an estimated $295K.
  • Intelligence Driven Advisers first reported a position in Healthcare Realty in Q3 2019 and held it in 1 quarter.
  • Intelligence Driven Advisers's Healthcare Realty position peaked at $295K in Q3 2019.
  • 339 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2019.

Based on Intelligence Driven Advisers's 13F filing for Q4 2019, filed 4 Sep 2020.