PWM
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Paulson Wealth Management’s Healthcare Realty HR Stock Holding History

Paulson Wealth Management’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
2018
Q1 		– Sell
-40
Closed -$1K – 283
2017
Q4 		$1K Buy
+40
New +$1.21K ﹤0.01% 578

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Paulson Wealth Management's HR Position: Q1 2018 in Review

Paulson Wealth Management sold out of Healthcare Realty (HR) in Q1 2018, closing a stake of 40 shares — an estimated $1K sold.

Paulson Wealth Management first reported a position in HR in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 292 funds tracked by Wall St. Rank hold HR as of Q1 2018.

  • Paulson Wealth Management reported no remaining Healthcare Realty position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 40 Healthcare Realty shares in Q1 2018, an estimated $1K.
  • Paulson Wealth Management first reported a position in Healthcare Realty in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Healthcare Realty position peaked at $1K in Q4 2017.
  • 292 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.