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Significant Wealth Partners’s Healthcare Realty HR Stock Holding History

Significant Wealth Partners’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
2024
Q1 		– Sell
-101,101
Closed -$1.74M – 167
2023
Q4 		$1.74M Buy
+101,101
New +$1.54M 1.27% 22

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Significant Wealth Partners's HR Position: Q1 2024 in Review

Significant Wealth Partners sold out of Healthcare Realty (HR) in Q1 2024, closing a stake of 101,101 shares — an estimated $1.74M sold.

Significant Wealth Partners first reported a position in HR in Q4 2023 and held it in 1 quarter. The position peaked at $1.74M in Q4 2023. 403 funds tracked by Wall St. Rank hold HR as of Q1 2024.

  • Significant Wealth Partners reported no remaining Healthcare Realty position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 101,101 Healthcare Realty shares in Q1 2024, an estimated $1.74M.
  • Significant Wealth Partners first reported a position in Healthcare Realty in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's Healthcare Realty position peaked at $1.74M in Q4 2023.
  • 403 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.