TWM
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Tradition Wealth Management’s Healthcare Realty HR Stock Holding History

Tradition 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
2024
Q1 		– Sell
-308
Closed -$5K – 745
2023
Q4 		$5K Hold
308
– – ﹤0.01% 1153
2023
Q3 		$5K Hold
308
– – ﹤0.01% 1180
2023
Q2 		$6K Hold
308
– – ﹤0.01% 1158
2023
Q1 		$6K Buy
+308
New +$6.21K ﹤0.01% 1111

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Tradition Wealth Management's HR Position: Q1 2024 in Review

Tradition Wealth Management sold out of Healthcare Realty (HR) in Q1 2024, closing a stake of 308 shares — an estimated $5K sold.

Tradition Wealth Management first reported a position in HR in Q1 2023 and held it in 4 quarters. The position peaked at $6K in Q2 2023. 403 funds tracked by Wall St. Rank hold HR as of Q1 2024.

  • Tradition Wealth Management reported no remaining Healthcare Realty position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 308 Healthcare Realty shares in Q1 2024, an estimated $5K.
  • Tradition Wealth Management first reported a position in Healthcare Realty in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's Healthcare Realty position peaked at $6K in Q2 2023.
  • 403 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.