MWP
HR

Meridian Wealth Partners’s Healthcare Realty Trust Incorporated HR Stock Holding History

Meridian Wealth Partners’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
-15
Closed – – 1506
2021
Q1 		$0 Buy
+15
New +$451 ﹤0.01% 1505

Other funds holding HR

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Meridian Wealth Partners's HR Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Healthcare Realty Trust Incorporated (HR) in Q2 2021, closing a stake of 15 shares.

Meridian Wealth Partners first reported a position in HR in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 280 funds tracked by Wall St. Rank hold HR as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Healthcare Realty Trust Incorporated position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 15 Healthcare Realty Trust Incorporated shares in Q2 2021.
  • Meridian Wealth Partners first reported a position in Healthcare Realty Trust Incorporated in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Healthcare Realty Trust Incorporated position peaked at $0 in Q1 2021.
  • 280 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.