Opal Wealth Advisors’s Healthcare Realty HR Stock Holding History

Opal Wealth 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
2024 Q3	–	Sell	-460	Closed	-$7.58K	–	628
2024 Q2	$7.58K	Buy	+460	New	+$7.04K	﹤0.01%	718

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIM

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Opal Wealth Advisors's HR Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Healthcare Realty (HR) in Q3 2024, closing a stake of 460 shares — an estimated $7.58K sold.

Opal Wealth Advisors first reported a position in HR in Q2 2024 and held it in 1 quarter. The position peaked at $7.58K in Q2 2024. 411 funds tracked by Wall St. Rank hold HR as of Q3 2024.

Opal Wealth Advisors reported no remaining Healthcare Realty position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 460 Healthcare Realty shares in Q3 2024, an estimated $7.58K.
Opal Wealth Advisors first reported a position in Healthcare Realty in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Healthcare Realty position peaked at $7.58K in Q2 2024.
411 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.