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SYSTM Wealth Solutions’s Healthcare Realty HR Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-1,272
Closed -$21K – 334
2024
Q2 		$21K Hold
1,272
– – ﹤0.01% 365
2024
Q1 		$18K Hold
1,272
– – ﹤0.01% 713
2023
Q4 		$21.9K Buy
+1,272
New +$19.4K ﹤0.01% 705

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's HR Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Healthcare Realty (HR) in Q3 2024, closing a stake of 1,272 shares — an estimated $21K sold.

SYSTM Wealth Solutions first reported a position in HR in Q4 2023 and held it in 3 quarters. The position peaked at $21.9K in Q4 2023. 410 funds tracked by Wall St. Rank hold HR as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Healthcare Realty position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,272 Healthcare Realty shares in Q3 2024, an estimated $21K.
  • SYSTM Wealth Solutions first reported a position in Healthcare Realty in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Healthcare Realty position peaked at $21.9K in Q4 2023.
  • 410 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.