Sowell Financial Services’s Healthcare Realty HR Stock Holding History

Sowell Financial Services’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	-2,253	Closed	-$64K	–	1486
2021 Q1	$64K	Sell	2,253 -875	-28%	-$24.5K	﹤0.01%	1547
2020 Q4	$86K	Sell	3,128 -94	-3%	-$2.48K	﹤0.01%	1210
2020 Q3	$84K	Buy	3,222 +504	+19%	+$13.2K	﹤0.01%	1039
2020 Q2	$72K	Sell	2,718 -1,294	-32%	-$33.2K	﹤0.01%	1067
2020 Q1	$97K	Buy	4,012 +3	+0.1%	+$91	0.01%	851
2019 Q4	$121K	Buy	4,009 +4	+0.1%	+$120	0.01%	854
2019 Q3	$118K	Buy	+4,005	New	+$112K	0.01%	783

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sowell Financial Services's HR Position: Q2 2021 in Review

Sowell Financial Services sold out of Healthcare Realty (HR) in Q2 2021, closing a stake of 2,253 shares — an estimated $64K sold.

Sowell Financial Services first reported a position in HR in Q3 2019 and held it in 7 quarters. The position peaked at $121K in Q4 2019. 369 funds tracked by Wall St. Rank hold HR as of Q2 2021.

Sowell Financial Services reported no remaining Healthcare Realty position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 2,253 Healthcare Realty shares in Q2 2021, an estimated $64K.
Sowell Financial Services first reported a position in Healthcare Realty in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Healthcare Realty position peaked at $121K in Q4 2019.
369 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.