Meitav Investment House’s Healthcare Realty HR Stock Holding History

Meitav Investment House’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 Q2	–	Sell	-14,041	Closed	-$387	–	426
2021 Q1	$387	Buy	14,041 +75	+0.5%	+$2.1K	0.01%	298
2020 Q4	$385K	Sell	13,966 -12,859	-48%	-$339K	0.02%	315
2020 Q3	$697K	Sell	26,825 -3,189	-11%	-$83.7K	0.03%	204
2020 Q2	$796K	Sell	30,014 -11,542	-28%	-$296K	0.05%	176
2020 Q1	$1.01M	Buy	41,556 +4,569	+12%	+$138K	0.08%	144
2019 Q4	$1.12M	Buy	+36,987	New	+$1.11M	0.08%	153

Other funds holding HR

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

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

Norges Bank Oslo, Norway $935B AUM

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Meitav Investment House's HR Position: Q2 2021 in Review

Meitav Investment House sold out of Healthcare Realty (HR) in Q2 2021, closing a stake of 14,041 shares — an estimated $387 sold.

Meitav Investment House first reported a position in HR in Q4 2019 and held it in 6 quarters. The position peaked at $1.12M in Q4 2019. 368 funds tracked by Wall St. Rank hold HR as of Q2 2021.

Meitav Investment House reported no remaining Healthcare Realty position as of Q2 2021 after selling out during the quarter.
Meitav Investment House sold 14,041 Healthcare Realty shares in Q2 2021, an estimated $387.
Meitav Investment House first reported a position in Healthcare Realty in Q4 2019 and held it in 6 quarters.
Meitav Investment House's Healthcare Realty position peaked at $1.12M in Q4 2019.
368 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2021.

Based on Meitav Investment House's 13F filing for Q2 2021, filed 5 Aug 2021.