Lenox Wealth Management’s Healthcare Realty HR Stock Holding History

Lenox Wealth Management’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 Q2	$3K	Hold	124	–	–	﹤0.01%	590
2020 Q1	$3K	Hold	124	–	–	﹤0.01%	551
2019 Q4	$4K	Sell	124 -19	-13%	-$568	﹤0.01%	565
2019 Q3	$4K	Hold	143	–	–	﹤0.01%	559
2019 Q2	$3K	Hold	143	–	–	﹤0.01%	565
2019 Q1	$4K	Sell	143 -1,323	-90%	-$36.8K	﹤0.01%	539
2018 Q4	$76K	Sell	1,466 -82	-5%	-$2.17K	0.03%	185
2018 Q3	$13K	Buy	+1,548	New	+$42.7K	﹤0.01%	374

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Lenox Wealth Management's HR Position: Q2 2020 in Review

Lenox Wealth Management held its Healthcare Realty (HR) position steady in Q2 2020 at 124 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Lenox Wealth Management first reported a position in HR in Q3 2018 and has held it in 8 quarters since. The position peaked at $76K in Q4 2018. 334 funds tracked by Wall St. Rank hold HR as of Q2 2020.

Lenox Wealth Management held 124 shares of Healthcare Realty worth $3K as of Q2 2020.
Lenox Wealth Management left its Healthcare Realty share count unchanged in Q2 2020.
Healthcare Realty made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #590 holding.
Lenox Wealth Management first reported a position in Healthcare Realty in Q3 2018 and has held it in 8 quarters since.
Lenox Wealth Management's Healthcare Realty position peaked at $76K in Q4 2018.
334 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.