TRUE Private Wealth Advisors’s Healthcare Realty HR Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-125	Closed	-$3K	–	442
2020 Q4	$3K	Hold	125	–	–	﹤0.01%	633
2020 Q3	$3K	Hold	125	–	–	﹤0.01%	598
2020 Q2	$3K	Hold	125	–	–	﹤0.01%	597
2020 Q1	$3K	Hold	125	–	–	﹤0.01%	574
2019 Q4	$3K	Buy	+125	New	+$3.74K	﹤0.01%	715
2019 Q3	–	Sell	-125	Closed	-$3K	–	447
2019 Q2	$3K	Buy	+125	New	+$3.52K	﹤0.01%	687
2018 Q4	–	Sell	-125	Closed	-$3.33K	–	547
2018 Q3	$3.33K	Buy	+125	New	+$3.45K	﹤0.01%	954

Other funds holding HR

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

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

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

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

AAMU

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

TRUE Private Wealth Advisors's HR Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Healthcare Realty (HR) in Q1 2021, closing a stake of 125 shares — an estimated $3K sold.

TRUE Private Wealth Advisors first reported a position in HR in Q3 2018 and held it in 7 quarters. The position peaked at $3.33K in Q3 2018. 362 funds tracked by Wall St. Rank hold HR as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Healthcare Realty position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 125 Healthcare Realty shares in Q1 2021, an estimated $3K.
TRUE Private Wealth Advisors first reported a position in Healthcare Realty in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Healthcare Realty position peaked at $3.33K in Q3 2018.
362 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.