Seven Springs Wealth Group’s Healthcare Realty HR Stock Holding History

Seven Springs Wealth 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
2021 Q2	–	Sell	-4,287	Closed	-$118K	–	108
2021 Q1	$118K	Hold	4,287	–	–	0.06%	66
2020 Q4	$118K	Hold	4,287	–	–	0.06%	63
2020 Q3	$111K	Hold	4,287	–	–	0.07%	63
2020 Q2	$114K	Sell	4,287 -28,718	-87%	-$736K	0.07%	60
2020 Q1	$801K	Sell	33,005 -3,882	-11%	-$117K	0.56%	16
2019 Q4	$1.12M	Buy	+36,887	New	+$1.1M	0.76%	15

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Seven Springs Wealth Group's HR Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of Healthcare Realty (HR) in Q2 2021, closing a stake of 4,287 shares — an estimated $118K sold.

Seven Springs Wealth Group first reported a position in HR in Q4 2019 and held it in 6 quarters. The position peaked at $1.12M in Q4 2019. 368 funds tracked by Wall St. Rank hold HR as of Q2 2021.

Seven Springs Wealth Group reported no remaining Healthcare Realty position as of Q2 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 4,287 Healthcare Realty shares in Q2 2021, an estimated $118K.
Seven Springs Wealth Group first reported a position in Healthcare Realty in Q4 2019 and held it in 6 quarters.
Seven Springs Wealth Group's Healthcare Realty position peaked at $1.12M in Q4 2019.
368 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.