PWM
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PRW Wealth Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

PRW 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
2019
Q2 		– Sell
-25
Closed -$1K – 800
2019
Q1 		$1K Hold
25
– – ﹤0.01% 669
2018
Q4 		$1K Buy
+25
New +$725 ﹤0.01% 663

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PRW Wealth Management's HR Position: Q2 2019 in Review

PRW Wealth Management sold out of Healthcare Realty Trust Incorporated (HR) in Q2 2019, closing a stake of 25 shares — an estimated $1K sold.

PRW Wealth Management first reported a position in HR in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 235 funds tracked by Wall St. Rank hold HR as of Q2 2019.

  • PRW Wealth Management reported no remaining Healthcare Realty Trust Incorporated position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 25 Healthcare Realty Trust Incorporated shares in Q2 2019, an estimated $1K.
  • PRW Wealth Management first reported a position in Healthcare Realty Trust Incorporated in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Healthcare Realty Trust Incorporated position peaked at $1K in Q1 2019.
  • 235 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.