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Investmark Advisory Group’s Healthcare Realty HR Stock Holding History

Investmark Advisory Group’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
2022
Q2 		– Sell
-6,428
Closed -$201K – 91
2022
Q1 		$201K Buy
6,428
+63
+1% +$1.98K 0.21% 87
2021
Q4 		$212K Buy
+6,365
New +$213K 0.2% 88

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 $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Investmark Advisory Group's HR Position: Q2 2022 in Review

Investmark Advisory Group sold out of Healthcare Realty (HR) in Q2 2022, closing a stake of 6,428 shares — an estimated $201K sold.

Investmark Advisory Group first reported a position in HR in Q4 2021 and held it in 2 quarters. The position peaked at $212K in Q4 2021. 383 funds tracked by Wall St. Rank hold HR as of Q2 2022.

  • Investmark Advisory Group reported no remaining Healthcare Realty position as of Q2 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 6,428 Healthcare Realty shares in Q2 2022, an estimated $201K.
  • Investmark Advisory Group first reported a position in Healthcare Realty in Q4 2021 and held it in 2 quarters.
  • Investmark Advisory Group's Healthcare Realty position peaked at $212K in Q4 2021.
  • 383 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2022.

Based on Investmark Advisory Group's 13F filing for Q2 2022, filed 15 Jul 2022.