NewEdge Wealth’s Healthcare Realty HR Stock Holding History

NewEdge Wealth’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 Q2	–	Sell	-11,985	Closed	-$232K	–	646
2023 Q1	$232K	Sell	11,985 -6,530	-35%	-$132K	0.01%	556
2022 Q4	$357K	Sell	18,515 -5,028	-21%	-$98.8K	0.02%	416
2022 Q3	$491K	Buy	+23,543	New	+$598K	0.02%	358

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

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

RIM

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

NewEdge Wealth's HR Position: Q2 2023 in Review

NewEdge Wealth sold out of Healthcare Realty (HR) in Q2 2023, closing a stake of 11,985 shares — an estimated $232K sold.

NewEdge Wealth first reported a position in HR in Q3 2022 and held it in 3 quarters. The position peaked at $491K in Q3 2022. 401 funds tracked by Wall St. Rank hold HR as of Q2 2023.

NewEdge Wealth reported no remaining Healthcare Realty position as of Q2 2023 after selling out during the quarter.
NewEdge Wealth sold 11,985 Healthcare Realty shares in Q2 2023, an estimated $232K.
NewEdge Wealth first reported a position in Healthcare Realty in Q3 2022 and held it in 3 quarters.
NewEdge Wealth's Healthcare Realty position peaked at $491K in Q3 2022.
401 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2023.

Based on NewEdge Wealth's 13F filing for Q2 2023, filed 9 Aug 2023.