SFS
HR

Sowell Financial Services’s Healthcare Realty Trust Incorporated 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
-21
Closed -$1K – 3235
2021
Q1 		$1K Hold
21
– – ﹤0.01% 3080
2020
Q4 		$1K Hold
21
– – ﹤0.01% 2672
2020
Q3 		$1K Hold
21
– – ﹤0.01% 2492
2020
Q2 		$1K Sell
21
-160
-88% -$4.79K ﹤0.01% 2433
2020
Q1 		$5K Buy
181
+160
+762% +$5.43K ﹤0.01% 1860
2019
Q4 		$1K Hold
21
– – ﹤0.01% 2497
2019
Q3 		$1K Buy
+21
New +$688 ﹤0.01% 2380

Other funds holding HR

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Sowell Financial Services sold out of Healthcare Realty Trust Incorporated (HR) in Q2 2021, closing a stake of 21 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in HR in Q3 2019 and held it in 7 quarters. The position peaked at $5K in Q1 2020. 280 funds tracked by Wall St. Rank hold HR as of Q2 2021.

  • Sowell Financial Services reported no remaining Healthcare Realty Trust Incorporated position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 21 Healthcare Realty Trust Incorporated shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Healthcare Realty Trust Incorporated in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Healthcare Realty Trust Incorporated position peaked at $5K in Q1 2020.
  • 280 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q2 2021.

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