SWA
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Sutton Wealth Advisors’s Healthcare Realty HR Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-2,998
Closed -$57.8K – 1143
2022
Q4 		$57.8K Sell
2,998
-53
-2% -$1.04K 0.02% 349
2022
Q3 		$63.6K Buy
3,051
+65
+2% +$1.65K 0.03% 328
2022
Q2 		$83.3K Hold
2,986
– – 0.03% 269
2022
Q1 		$93.6K Hold
2,986
– – 0.03% 260
2021
Q4 		$99.7K Hold
2,986
– – 0.03% 263
2021
Q3 		$88.6K Hold
2,986
– – 0.03% 265
2021
Q2 		$79.7K Hold
2,986
– – 0.03% 284
2021
Q1 		$82.4K Hold
2,986
– – 0.03% 269
2020
Q4 		$82.2K Hold
2,986
– – 0.03% 249
2020
Q3 		$77.6K Hold
2,986
– – 0.04% 234
2020
Q2 		$79.2K Sell
2,986
-4,172
-58% -$107K 0.04% 227
2020
Q1 		$174K Buy
7,158
+3,950
+123% +$119K 0.11% 142
2019
Q4 		$97.1K Hold
3,208
– – 0.05% 218
2019
Q3 		$94.3K Hold
3,208
– – 0.05% 217
2019
Q2 		$88K Hold
3,208
– – 0.05% 223
2019
Q1 		$91.7K Hold
3,208
– – 0.05% 219
2018
Q4 		$81.2K Buy
3,208
+222
+7% +$5.88K 0.05% 218
2018
Q3 		$79.6K Hold
2,986
– – 0.05% 224
2018
Q2 		$80.5K Sell
2,986
-250
-8% -$6.36K 0.06% 217
2018
Q1 		$85.6K Hold
3,236
– – 0.06% 212
2017
Q4 		$97.2K Hold
3,236
– – 0.07% 199
2017
Q3 		$96.4K Hold
3,236
– – 0.07% 197
2017
Q2 		$101K Hold
3,236
– – 0.08% 194
2017
Q1 		$102K Hold
3,236
– – 0.09% 184
2016
Q4 		$94.2K Buy
3,236
+250
+8% +$7.36K 0.08% 187
2016
Q3 		$97.4K Hold
2,986
– – 0.09% 183
2016
Q2 		$96.6K Hold
2,986
– – 0.09% 180
2016
Q1 		$87.8K Buy
+2,986
New +$82.8K 0.08% 193

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's HR Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Healthcare Realty (HR) in Q1 2023, closing a stake of 2,998 shares — an estimated $57.8K sold.

Sutton Wealth Advisors first reported a position in HR in Q1 2016 and held it in 28 quarters. The position peaked at $174K in Q1 2020. 418 funds tracked by Wall St. Rank hold HR as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Healthcare Realty position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,998 Healthcare Realty shares in Q1 2023, an estimated $57.8K.
  • Sutton Wealth Advisors first reported a position in Healthcare Realty in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Healthcare Realty position peaked at $174K in Q1 2020.
  • 418 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.