OFW
HR

Omnia Family Wealth’s Healthcare Realty Trust Incorporated 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
-147
Closed -$5K – 601
2019
Q1 		$5K Hold
147
– – ﹤0.01% 328
2018
Q4 		$4K Hold
147
– – ﹤0.01% 320
2018
Q3 		$4K Hold
147
– – ﹤0.01% 352
2018
Q2 		$4K Buy
+147
New +$4.04K ﹤0.01% 338
2017
Q3 		– Sell
-67
Closed -$2K – 739
2017
Q2 		$2K Hold
67
– – ﹤0.01% 652
2017
Q1 		$2K Hold
67
– – ﹤0.01% 651
2016
Q4 		$2K Buy
+67
New +$2.04K ﹤0.01% 655

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Omnia Family Wealth sold out of Healthcare Realty Trust Incorporated (HR) in Q2 2019, closing a stake of 147 shares — an estimated $5K sold.

Omnia Family Wealth first reported a position in HR in Q4 2016 and held it in 7 quarters. The position peaked at $5K in Q1 2019. 235 funds tracked by Wall St. Rank hold HR as of Q2 2019.

  • Omnia Family Wealth reported no remaining Healthcare Realty Trust Incorporated position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 147 Healthcare Realty Trust Incorporated shares in Q2 2019, an estimated $5K.
  • Omnia Family Wealth first reported a position in Healthcare Realty Trust Incorporated in Q4 2016 and held it in 7 quarters.
  • Omnia Family Wealth's Healthcare Realty Trust Incorporated position peaked at $5K in Q1 2019.
  • 235 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q2 2019.

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