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Strategic Wealth Management’s Healthcare Realty HR Stock Holding History

Strategic 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
2021
Q4 		$487K Hold
14,581
– – 0.24% 65
2021
Q3 		$432K Buy
14,581
+534
+4% +$15.6K 0.22% 63
2021
Q2 		$375K Hold
14,047
– – 0.2% 62
2021
Q1 		$387K Hold
14,047
– – 0.23% 56
2020
Q4 		$387K Hold
14,047
– – 0.24% 53
2020
Q3 		$365K Sell
14,047
-13,707
-49% -$360K 0.27% 54
2020
Q2 		$736K Buy
+27,754
New +$711K 0.68% 33

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
Principal Financial Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Strategic Wealth Management's HR Position: Q4 2021 in Review

Strategic Wealth Management held its Healthcare Realty (HR) position steady in Q4 2021 at 14,581 shares worth $487K. The position accounts for 0.24% of the portfolio, ranked #65.

Strategic Wealth Management first reported a position in HR in Q2 2020 and has held it in 7 quarters since. The position peaked at $736K in Q2 2020. 386 funds tracked by Wall St. Rank hold HR as of Q4 2021.

  • Strategic Wealth Management held 14,581 shares of Healthcare Realty worth $487K as of Q4 2021.
  • Strategic Wealth Management left its Healthcare Realty share count unchanged in Q4 2021.
  • Healthcare Realty made up 0.24% of Strategic Wealth Management's portfolio in Q4 2021, its #65 holding.
  • Strategic Wealth Management first reported a position in Healthcare Realty in Q2 2020 and has held it in 7 quarters since.
  • Strategic Wealth Management's Healthcare Realty position peaked at $736K in Q2 2020.
  • 386 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.