Lenox Wealth Advisors’s Healthcare Realty HR Stock Holding History

Lenox Wealth Advisors’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 Q1	$2K	Hold	75	–	–	﹤0.01%	644
2021 Q4	$3K	Hold	75	–	–	﹤0.01%	668
2021 Q3	$2K	Hold	75	–	–	﹤0.01%	630
2021 Q2	$2K	Hold	75	–	–	﹤0.01%	641
2021 Q1	$2K	Hold	75	–	–	﹤0.01%	607
2020 Q4	$2K	Hold	75	–	–	﹤0.01%	574
2020 Q3	$2K	Hold	75	–	–	﹤0.01%	516
2020 Q2	$2K	Hold	75	–	–	﹤0.01%	516
2020 Q1	$2K	Hold	75	–	–	﹤0.01%	581
2019 Q4	$2K	Hold	75	–	–	﹤0.01%	601
2019 Q3	$2K	Hold	75	–	–	﹤0.01%	503
2019 Q2	$2K	Buy	+75	New	+$2.11K	﹤0.01%	359

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

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's HR Position: Q1 2022 in Review

Lenox Wealth Advisors held its Healthcare Realty (HR) position steady in Q1 2022 at 75 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Lenox Wealth Advisors first reported a position in HR in Q2 2019 and has held it in 12 quarters since. The position peaked at $3K in Q4 2021. 393 funds tracked by Wall St. Rank hold HR as of Q1 2022.

Lenox Wealth Advisors held 75 shares of Healthcare Realty worth $2K as of Q1 2022.
Lenox Wealth Advisors left its Healthcare Realty share count unchanged in Q1 2022.
Healthcare Realty made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #644 holding.
Lenox Wealth Advisors first reported a position in Healthcare Realty in Q2 2019 and has held it in 12 quarters since.
Lenox Wealth Advisors's Healthcare Realty position peaked at $3K in Q4 2021.
393 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.