LWM
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Liberty Wealth Management’s Healthcare Realty HR Stock Holding History

Liberty 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
2021
Q4 		– Sell
-3,160
Closed -$94K – 573
2021
Q3 		$94K Buy
3,160
+25
+0.8% +$729 0.03% 303
2021
Q2 		$84K Sell
3,135
-1,045
-25% -$29.6K 0.03% 239
2021
Q1 		$121K Hold
4,180
– – 0.06% 157
2020
Q4 		$121K Buy
+4,180
New +$110K 0.06% 155
2020
Q1 		– Sell
-124
Closed -$4K – 927
2019
Q4 		$4K Hold
124
– – ﹤0.01% 692
2019
Q3 		$4K Sell
124
-4,056
-97% -$113K ﹤0.01% 667
2019
Q2 		$115K Buy
+4,180
New +$118K 0.1% 152

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
Principal Financial Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Liberty Wealth Management's HR Position: Q4 2021 in Review

Liberty Wealth Management sold out of Healthcare Realty (HR) in Q4 2021, closing a stake of 3,160 shares — an estimated $94K sold.

Liberty Wealth Management first reported a position in HR in Q2 2019 and held it in 7 quarters. The position peaked at $121K in Q1 2021. 386 funds tracked by Wall St. Rank hold HR as of Q4 2021.

  • Liberty Wealth Management reported no remaining Healthcare Realty position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 3,160 Healthcare Realty shares in Q4 2021, an estimated $94K.
  • Liberty Wealth Management first reported a position in Healthcare Realty in Q2 2019 and held it in 7 quarters.
  • Liberty Wealth Management's Healthcare Realty position peaked at $121K in Q1 2021.
  • 386 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.