LifePlan Financial Group’s Healthcare Realty HR Stock Holding History

LifePlan Financial Group’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 Q3	$7K	Hold	273	–	–	﹤0.01%	441
2020 Q2	$7K	Hold	273	–	–	﹤0.01%	444
2020 Q1	$7K	Hold	273	–	–	﹤0.01%	421
2019 Q4	$8K	Hold	273	–	–	﹤0.01%	434
2019 Q3	$8K	Hold	273	–	–	﹤0.01%	431
2019 Q2	$7K	Hold	273	–	–	﹤0.01%	428
2019 Q1	$8K	Hold	273	–	–	﹤0.01%	421
2018 Q4	$7K	Hold	273	–	–	﹤0.01%	411
2018 Q3	$7K	Hold	273	–	–	﹤0.01%	413
2018 Q2	$7K	Hold	273	–	–	﹤0.01%	401
2018 Q1	$7K	Buy	+273	New	+$7.27K	﹤0.01%	390

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

PAMU

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

LifePlan Financial Group's HR Position: Q3 2020 in Review

LifePlan Financial Group held its Healthcare Realty (HR) position steady in Q3 2020 at 273 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

LifePlan Financial Group first reported a position in HR in Q1 2018 and has held it in 11 quarters since. The position peaked at $8K in Q4 2019. 336 funds tracked by Wall St. Rank hold HR as of Q3 2020.

LifePlan Financial Group held 273 shares of Healthcare Realty worth $7K as of Q3 2020.
LifePlan Financial Group left its Healthcare Realty share count unchanged in Q3 2020.
Healthcare Realty made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #441 holding.
LifePlan Financial Group first reported a position in Healthcare Realty in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Healthcare Realty position peaked at $8K in Q4 2019.
336 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.