Mark Sheptoff Financial Planning’s Healthcare Realty HR Stock Holding History

Mark Sheptoff Financial Planning’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
2023 Q3	–	Sell	-377	Closed	-$7.11K	–	394
2023 Q2	$7.11K	Hold	377	–	–	﹤0.01%	297
2023 Q1	$7.29K	Hold	377	–	–	﹤0.01%	284
2022 Q4	$7.26K	Hold	377	–	–	﹤0.01%	287
2022 Q3	$8K	Hold	377	–	–	﹤0.01%	266
2022 Q2	$11K	Hold	377	–	–	0.01%	253
2022 Q1	$12K	Hold	377	–	–	0.01%	286
2021 Q4	$13K	Hold	377	–	–	0.01%	293
2021 Q3	$11K	Hold	377	–	–	0.01%	299
2021 Q2	$10K	Hold	377	–	–	0.01%	326
2021 Q1	$10K	Hold	377	–	–	0.01%	287
2020 Q4	$10K	Buy	+377	New	+$9.95K	0.01%	268
2020 Q3	–	Sell	-377	Closed	-$10K	–	347
2020 Q2	$10K	Hold	377	–	–	0.01%	261
2020 Q1	$9K	Hold	377	–	–	0.01%	245
2019 Q4	$11K	Hold	377	–	–	0.01%	275
2019 Q3	$11K	Buy	+377	New	+$10.5K	0.01%	264

Other funds holding HR

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

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

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

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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

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

Mark Sheptoff Financial Planning's HR Position: Q3 2023 in Review

Mark Sheptoff Financial Planning sold out of Healthcare Realty (HR) in Q3 2023, closing a stake of 377 shares — an estimated $7.11K sold.

Mark Sheptoff Financial Planning first reported a position in HR in Q3 2019 and held it in 15 quarters. The position peaked at $13K in Q4 2021. 396 funds tracked by Wall St. Rank hold HR as of Q3 2023.

Mark Sheptoff Financial Planning reported no remaining Healthcare Realty position as of Q3 2023 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 377 Healthcare Realty shares in Q3 2023, an estimated $7.11K.
Mark Sheptoff Financial Planning first reported a position in Healthcare Realty in Q3 2019 and held it in 15 quarters.
Mark Sheptoff Financial Planning's Healthcare Realty position peaked at $13K in Q4 2021.
396 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2023, filed 13 Nov 2023.