SWM
HR icon

Selective Wealth Management’s Healthcare Realty HR Stock Holding History

Selective 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
2022
Q4 		– Sell
-1,600
Closed -$33K – 376
2022
Q3 		$33K Sell
1,600
-1,800
-53% -$45.8K 0.01% 350
2022
Q2 		$95K Hold
3,400
– – 0.03% 224
2022
Q1 		$107K Sell
3,400
-350
-9% -$11K 0.04% 200
2021
Q4 		$125K Hold
3,750
– – 0.05% 171
2021
Q3 		$111K Buy
3,750
+2,225
+146% +$64.9K 0.06% 168
2021
Q2 		$41K Buy
1,525
+900
+144% +$25.5K 0.03% 207
2021
Q1 		$17K Buy
+625
New +$17.5K 0.02% 208

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Selective Wealth Management's HR Position: Q4 2022 in Review

Selective Wealth Management sold out of Healthcare Realty (HR) in Q4 2022, closing a stake of 1,600 shares — an estimated $33K sold.

Selective Wealth Management first reported a position in HR in Q1 2021 and held it in 7 quarters. The position peaked at $125K in Q4 2021. 418 funds tracked by Wall St. Rank hold HR as of Q4 2022.

  • Selective Wealth Management reported no remaining Healthcare Realty position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,600 Healthcare Realty shares in Q4 2022, an estimated $33K.
  • Selective Wealth Management first reported a position in Healthcare Realty in Q1 2021 and held it in 7 quarters.
  • Selective Wealth Management's Healthcare Realty position peaked at $125K in Q4 2021.
  • 418 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.