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Omnia Family Wealth’s Healthcare Realty HR Stock Holding History

Omnia Family 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
2019
Q2 		– Sell
-105
Closed -$3K – 288
2019
Q1 		$3K Hold
105
– – ﹤0.01% 390
2018
Q4 		$3K Hold
105
– – ﹤0.01% 335
2018
Q3 		$3K Hold
105
– – ﹤0.01% 370
2018
Q2 		$3K Buy
+105
New +$2.67K ﹤0.01% 352

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Omnia Family Wealth's HR Position: Q2 2019 in Review

Omnia Family Wealth sold out of Healthcare Realty (HR) in Q2 2019, closing a stake of 105 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in HR in Q2 2018 and held it in 4 quarters. The position peaked at $3K in Q1 2019. 311 funds tracked by Wall St. Rank hold HR as of Q2 2019.

  • Omnia Family Wealth reported no remaining Healthcare Realty position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 105 Healthcare Realty shares in Q2 2019, an estimated $3K.
  • Omnia Family Wealth first reported a position in Healthcare Realty in Q2 2018 and held it in 4 quarters.
  • Omnia Family Wealth's Healthcare Realty position peaked at $3K in Q1 2019.
  • 311 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.