PWP
HR

Personal Wealth Partners’s Healthcare Realty Trust Incorporated 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
2020
Q1 		– Sell
-4
Closed – – 704
2019
Q4 		$0 Hold
4
– – ﹤0.01% 746
2019
Q3 		$0 Buy
+4
New +$131 ﹤0.01% 750

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Personal Wealth Partners's HR Position: Q1 2020 in Review

Personal Wealth Partners sold out of Healthcare Realty Trust Incorporated (HR) in Q1 2020, closing a stake of 4 shares.

Personal Wealth Partners first reported a position in HR in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 261 funds tracked by Wall St. Rank hold HR as of Q1 2020.

  • Personal Wealth Partners reported no remaining Healthcare Realty Trust Incorporated position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 4 Healthcare Realty Trust Incorporated shares in Q1 2020.
  • Personal Wealth Partners first reported a position in Healthcare Realty Trust Incorporated in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Healthcare Realty Trust Incorporated position peaked at $0 in Q4 2019.
  • 261 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.