Kore Private Wealth’s Healthcare Realty HR Stock Holding History

Kore Private Wealth’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	-2,260	Closed	-$68K	–	1122
2019 Q4	$68K	Buy	+2,260	New	+$67.5K	0.01%	441
2019 Q2	–	Sell	-2,990	Closed	-$85K	–	479
2019 Q1	$85K	Buy	2,990 +2,511	+524%	+$69.8K	0.02%	307
2018 Q4	$12K	Buy	+479	New	+$12.7K	﹤0.01%	550

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

Kore Private Wealth's HR Position: Q1 2020 in Review

Kore Private Wealth sold out of Healthcare Realty (HR) in Q1 2020, closing a stake of 2,260 shares — an estimated $68K sold.

Kore Private Wealth first reported a position in HR in Q4 2018 and held it in 3 quarters. The position peaked at $85K in Q1 2019. 341 funds tracked by Wall St. Rank hold HR as of Q1 2020.

Kore Private Wealth reported no remaining Healthcare Realty position as of Q1 2020 after selling out during the quarter.
Kore Private Wealth sold 2,260 Healthcare Realty shares in Q1 2020, an estimated $68K.
Kore Private Wealth first reported a position in Healthcare Realty in Q4 2018 and held it in 3 quarters.
Kore Private Wealth's Healthcare Realty position peaked at $85K in Q1 2019.
341 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2020.

Based on Kore Private Wealth's 13F filing for Q1 2020, filed 15 May 2020.