TCI Wealth Advisors’s Healthcare Realty HR Stock Holding History

TCI 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 Q2	–	Sell	-35	Closed	-$677	–	1094
2023 Q1	$677	Buy	+35	New	+$705	﹤0.01%	2169
2022 Q4	–	Sell	-5	Closed	–	–	2574
2022 Q3	$0	Hold	5	–	–	﹤0.01%	2394
2022 Q2	$0	Hold	5	–	–	﹤0.01%	2381
2022 Q1	$0	Hold	5	–	–	﹤0.01%	2314
2021 Q4	$0	Hold	5	–	–	﹤0.01%	2385
2021 Q3	$0	Hold	5	–	–	﹤0.01%	2463
2021 Q2	$0	Sell	5 -27	-84%	-$764	﹤0.01%	2370
2021 Q1	$1K	Hold	32	–	–	﹤0.01%	2073
2020 Q4	$1K	Sell	32 -51	-61%	-$1.35K	﹤0.01%	1388
2020 Q3	$2K	Hold	83	–	–	﹤0.01%	1117
2020 Q2	$2K	Buy	83 +8	+11%	+$205	﹤0.01%	1065
2020 Q1	$2K	Buy	75 +17	+29%	+$514	﹤0.01%	1023
2019 Q4	$2K	Hold	58	–	–	﹤0.01%	1151
2019 Q3	$2K	Buy	+58	New	+$1.62K	﹤0.01%	1086
2019 Q2	–	Sell	-23	Closed	-$1K	–	1477
2019 Q1	$1K	Hold	23	–	–	﹤0.01%	1227
2018 Q4	$1K	Hold	23	–	–	﹤0.01%	1222
2018 Q3	$1K	Hold	23	–	–	﹤0.01%	1231
2018 Q2	$1K	Buy	+23	New	+$585	﹤0.01%	1299

Other funds holding HR

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

TCI Wealth Advisors's HR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Healthcare Realty (HR) in Q2 2023, closing a stake of 35 shares — an estimated $677 sold.

TCI Wealth Advisors first reported a position in HR in Q2 2018 and held it in 18 quarters. The position peaked at $2K in Q3 2020. 401 funds tracked by Wall St. Rank hold HR as of Q2 2023.

TCI Wealth Advisors reported no remaining Healthcare Realty position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 35 Healthcare Realty shares in Q2 2023, an estimated $677.
TCI Wealth Advisors first reported a position in Healthcare Realty in Q2 2018 and held it in 18 quarters.
TCI Wealth Advisors's Healthcare Realty position peaked at $2K in Q3 2020.
401 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.