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MONECO Advisors’s Healthcare Realty HR Stock Holding History

MONECO Advisors’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
2022
Q3 		– Sell
-7,500
Closed -$209K – 253
2022
Q2 		$209K Hold
7,500
– – 0.08% 231
2022
Q1 		$235K Hold
7,500
– – 0.09% 215
2021
Q4 		$241K Hold
7,500
– – 0.09% 210
2021
Q3 		$222K Sell
7,500
-3,282
-30% -$95.7K 0.09% 226
2021
Q2 		$288K Buy
10,782
+37
+0.3% +$1.05K 0.13% 159
2021
Q1 		$296K Hold
10,745
– – 0.14% 149
2020
Q4 		$304K Buy
10,745
+77
+0.7% +$2.03K 0.17% 129
2020
Q3 		$277K Buy
10,668
+38
+0.4% +$997 0.18% 115
2020
Q2 		$282K Buy
10,630
+1,537
+17% +$39.4K 0.22% 105
2020
Q1 		$221K Buy
+9,093
New +$275K 0.23% 103

Other funds holding HR

Vanguard Group
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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

MONECO Advisors's HR Position: Q3 2022 in Review

MONECO Advisors sold out of Healthcare Realty (HR) in Q3 2022, closing a stake of 7,500 shares — an estimated $209K sold.

MONECO Advisors first reported a position in HR in Q1 2020 and held it in 10 quarters. The position peaked at $304K in Q4 2020. 393 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • MONECO Advisors reported no remaining Healthcare Realty position as of Q3 2022 after selling out during the quarter.
  • MONECO Advisors sold 7,500 Healthcare Realty shares in Q3 2022, an estimated $209K.
  • MONECO Advisors first reported a position in Healthcare Realty in Q1 2020 and held it in 10 quarters.
  • MONECO Advisors's Healthcare Realty position peaked at $304K in Q4 2020.
  • 393 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2022.

Based on MONECO Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.