Realta Investment Advisors’s Healthcare Realty HR Stock Holding History

Realta Investment Advisors’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	-500	Closed	-$15K	–	768
2019 Q4	$15K	Buy	+500	New	+$14.9K	﹤0.01%	1016
2019 Q3	–	Sell	-208	Closed	-$5K	–	1690
2019 Q2	$5K	Buy	+208	New	+$5.86K	﹤0.01%	1362

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Realta Investment Advisors's HR Position: Q1 2020 in Review

Realta Investment Advisors sold out of Healthcare Realty (HR) in Q1 2020, closing a stake of 500 shares — an estimated $15K sold.

Realta Investment Advisors first reported a position in HR in Q2 2019 and held it in 2 quarters. The position peaked at $15K in Q4 2019. 341 funds tracked by Wall St. Rank hold HR as of Q1 2020.

Realta Investment Advisors reported no remaining Healthcare Realty position as of Q1 2020 after selling out during the quarter.
Realta Investment Advisors sold 500 Healthcare Realty shares in Q1 2020, an estimated $15K.
Realta Investment Advisors first reported a position in Healthcare Realty in Q2 2019 and held it in 2 quarters.
Realta Investment Advisors's Healthcare Realty position peaked at $15K in Q4 2019.
341 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.