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Transform Wealth’s Healthcare Realty HR Stock Holding History

Transform 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
2019
Q3 		– Sell
-16,774
Closed -$460K – 226
2019
Q2 		$460K Buy
+16,774
New +$472K 0.07% 175

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Transform Wealth's HR Position: Q3 2019 in Review

Transform Wealth sold out of Healthcare Realty (HR) in Q3 2019, closing a stake of 16,774 shares — an estimated $460K sold.

Transform Wealth first reported a position in HR in Q2 2019 and held it in 1 quarter. The position peaked at $460K in Q2 2019. 331 funds tracked by Wall St. Rank hold HR as of Q3 2019.

  • Transform Wealth reported no remaining Healthcare Realty position as of Q3 2019 after selling out during the quarter.
  • Transform Wealth sold 16,774 Healthcare Realty shares in Q3 2019, an estimated $460K.
  • Transform Wealth first reported a position in Healthcare Realty in Q2 2019 and held it in 1 quarter.
  • Transform Wealth's Healthcare Realty position peaked at $460K in Q2 2019.
  • 331 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2019.

Based on Transform Wealth's 13F filing for Q3 2019, filed 24 Oct 2019.