MAFM
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Mid Atlantic Financial Management’s Healthcare Realty HR Stock Holding History

Mid Atlantic Financial 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
Q3 		$529K Buy
17,841
+1,636
+10% +$47.7K 0.04% 437
2021
Q2 		$433K Buy
16,205
+35
+0.2% +$990 0.03% 522
2021
Q1 		$446K Buy
+16,170
New +$452K 0.03% 471

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mid Atlantic Financial Management's HR Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Healthcare Realty (HR) stake by 10% in Q3 2021, buying an estimated $47.7K and bringing the position to 17,841 shares worth $529K. The position accounts for 0.04% of the portfolio, ranked #437.

Mid Atlantic Financial Management first reported a position in HR in Q1 2021 and has held it in 3 quarters since. 338 funds tracked by Wall St. Rank hold HR as of Q3 2021.

  • Mid Atlantic Financial Management held 17,841 shares of Healthcare Realty worth $529K as of Q3 2021.
  • Mid Atlantic Financial Management bought 1,636 Healthcare Realty shares in Q3 2021, an estimated $47.7K.
  • Healthcare Realty made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #437 holding.
  • Mid Atlantic Financial Management first reported a position in Healthcare Realty in Q1 2021 and has held it in 3 quarters since.
  • 338 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.