PWMG
HR

Prestige Wealth Management Group’s Healthcare Realty Trust Incorporated HR Stock Holding History

Prestige Wealth Management Group’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
-33
Closed -$1K – 1116
2022
Q1 		$1K Hold
33
– – ﹤0.01% 967
2021
Q4 		$1K Hold
33
– – ﹤0.01% 987
2021
Q3 		$1K Hold
33
– – ﹤0.01% 972
2021
Q2 		$1K Hold
33
– – ﹤0.01% 959
2021
Q1 		$1K Hold
33
– – ﹤0.01% 943
2020
Q4 		$1K Hold
33
– – ﹤0.01% 923
2020
Q3 		$1K Hold
33
– – ﹤0.01% 872
2020
Q2 		$1K Hold
33
– – ﹤0.01% 879
2020
Q1 		$1K Buy
+33
New +$1.12K ﹤0.01% 890
2019
Q1 		– Sell
-39
Closed -$1K – 1336
2018
Q4 		$1K Buy
+39
New +$1.13K ﹤0.01% 1230

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Prestige Wealth Management Group's HR Position: Q2 2022 in Review

Prestige Wealth Management Group sold out of Healthcare Realty Trust Incorporated (HR) in Q2 2022, closing a stake of 33 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in HR in Q4 2018 and held it in 10 quarters. The position peaked at $1K in Q1 2022. 276 funds tracked by Wall St. Rank hold HR as of Q2 2022.

  • Prestige Wealth Management Group reported no remaining Healthcare Realty Trust Incorporated position as of Q2 2022 after selling out during the quarter.
  • Prestige Wealth Management Group sold 33 Healthcare Realty Trust Incorporated shares in Q2 2022, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in Healthcare Realty Trust Incorporated in Q4 2018 and held it in 10 quarters.
  • Prestige Wealth Management Group's Healthcare Realty Trust Incorporated position peaked at $1K in Q1 2022.
  • 276 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q2 2022.

Based on Prestige Wealth Management Group's 13F filing for Q2 2022, filed 10 Aug 2022.