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TD Private Client Wealth’s Healthcare Realty HR Stock Holding History

TD Private Client Wealth’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
Q3 		– Sell
-91
Closed -$1.72K – 1243
2023
Q2 		$1.72K Sell
91
-1,142
-93% -$22.1K ﹤0.01% 1177
2023
Q1 		$23.8K Buy
1,233
+158
+15% +$3.18K ﹤0.01% 910
2022
Q4 		$20.7K Buy
1,075
+216
+25% +$4.24K ﹤0.01% 909
2022
Q3 		$17.9K Buy
+859
New +$21.8K ﹤0.01% 932

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
NI
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
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TD Private Client Wealth's HR Position: Q3 2023 in Review

TD Private Client Wealth sold out of Healthcare Realty (HR) in Q3 2023, closing a stake of 91 shares — an estimated $1.72K sold.

TD Private Client Wealth first reported a position in HR in Q3 2022 and held it in 4 quarters. The position peaked at $23.8K in Q1 2023. 396 funds tracked by Wall St. Rank hold HR as of Q3 2023.

  • TD Private Client Wealth reported no remaining Healthcare Realty position as of Q3 2023 after selling out during the quarter.
  • TD Private Client Wealth sold 91 Healthcare Realty shares in Q3 2023, an estimated $1.72K.
  • TD Private Client Wealth first reported a position in Healthcare Realty in Q3 2022 and held it in 4 quarters.
  • TD Private Client Wealth's Healthcare Realty position peaked at $23.8K in Q1 2023.
  • 396 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2023.

Based on TD Private Client Wealth's 13F filing for Q3 2023, filed 16 Aug 2024.