Personal Wealth Partners’s Healthcare Realty HR Stock Holding History

Personal Wealth Partners’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
2022 Q2	–	Sell	-44,332	Closed	-$1.39M	–	21
2022 Q1	$1.39M	Hold	44,332	–	–	0.61%	23
2021 Q4	$1.48M	Sell	44,332 -300	-0.7%	-$10K	0.61%	25
2021 Q3	$1.32M	Hold	44,632	–	–	0.56%	25
2021 Q2	$1.19M	Hold	44,632	–	–	0.48%	28
2021 Q1	$1.23M	Hold	44,632	–	–	0.56%	27
2020 Q4	$1.23M	Hold	44,632	–	–	0.57%	21
2020 Q3	$1.16M	Sell	44,632 -500	-1%	-$13.1K	0.61%	20
2020 Q2	$1.2M	Hold	45,132	–	–	0.66%	20
2020 Q1	$1.1M	Sell	45,132 -4,462	-9%	-$135K	0.66%	20
2019 Q4	$1.5M	Hold	49,594	–	–	0.65%	21
2019 Q3	$1.46M	Sell	49,594 -208	-0.4%	-$5.81K	0.67%	21
2019 Q2	$1.37M	Hold	49,802	–	–	0.65%	19
2019 Q1	$1.42M	Sell	49,802 -408	-0.8%	-$11.3K	0.76%	18
2018 Q4	$1.27M	Buy	+50,210	New	+$1.33M	0.8%	13

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AAMU

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Personal Wealth Partners's HR Position: Q2 2022 in Review

Personal Wealth Partners sold out of Healthcare Realty (HR) in Q2 2022, closing a stake of 44,332 shares — an estimated $1.39M sold.

Personal Wealth Partners first reported a position in HR in Q4 2018 and held it in 14 quarters. The position peaked at $1.5M in Q4 2019. 382 funds tracked by Wall St. Rank hold HR as of Q2 2022.

Personal Wealth Partners reported no remaining Healthcare Realty position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 44,332 Healthcare Realty shares in Q2 2022, an estimated $1.39M.
Personal Wealth Partners first reported a position in Healthcare Realty in Q4 2018 and held it in 14 quarters.
Personal Wealth Partners's Healthcare Realty position peaked at $1.5M in Q4 2019.
382 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.