Lenox Wealth Advisors’s Healthcare Realty Trust Incorporated 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	68	–	–	﹤0.01%	681
2021 Q4	$2K	Hold	68	–	–	﹤0.01%	782
2021 Q3	$2K	Hold	68	–	–	﹤0.01%	647
2021 Q2	$2K	Hold	68	–	–	﹤0.01%	655
2021 Q1	$2K	Hold	68	–	–	﹤0.01%	636
2020 Q4	$2K	Hold	68	–	–	﹤0.01%	587
2020 Q3	$2K	Hold	68	–	–	﹤0.01%	539
2020 Q2	$2K	Hold	68	–	–	﹤0.01%	542
2020 Q1	$2K	Hold	68	–	–	﹤0.01%	641
2019 Q4	$2K	Hold	68	–	–	﹤0.01%	652
2019 Q3	$2K	Hold	68	–	–	﹤0.01%	554
2019 Q2	$2K	Buy	+68	New	+$2.15K	﹤0.01%	371

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Lenox Wealth Advisors held its Healthcare Realty Trust Incorporated (HR) position steady in Q1 2022 at 68 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Lenox Wealth Advisors first reported a position in HR in Q2 2019 and has held it in 12 quarters since. 304 funds tracked by Wall St. Rank hold HR as of Q1 2022.

Lenox Wealth Advisors held 68 shares of Healthcare Realty Trust Incorporated worth $2K as of Q1 2022.
Lenox Wealth Advisors left its Healthcare Realty Trust Incorporated share count unchanged in Q1 2022.
Healthcare Realty Trust Incorporated made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #681 holding.
Lenox Wealth Advisors first reported a position in Healthcare Realty Trust Incorporated in Q2 2019 and has held it in 12 quarters since.
304 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q1 2022.

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