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HR icon

Veritable’s Healthcare Realty HR Stock Holding History

Veritable’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
2020
Q3 		– Sell
-21,575
Closed -$572K – 768
2020
Q2 		$572K Buy
21,575
+857
+4% +$22K 0.01% 439
2020
Q1 		$503K Sell
20,718
-1,763
-8% -$53.3K 0.01% 448
2019
Q4 		$681K Buy
22,481
+10,268
+84% +$307K 0.01% 456
2019
Q3 		$359K Sell
12,213
-2,978
-20% -$83.2K 0.01% 599
2019
Q2 		$417K Sell
15,191
-3,750
-20% -$106K 0.01% 555
2019
Q1 		$542K Sell
18,941
-1,445
-7% -$40.2K 0.01% 481
2018
Q4 		$516K Sell
20,386
-605
-3% -$16K 0.01% 461
2018
Q3 		$560K Buy
20,991
+4,624
+28% +$127K 0.01% 468
2018
Q2 		$441K Buy
16,367
+3,837
+31% +$97.6K 0.01% 528
2018
Q1 		$331K Sell
12,530
-233
-2% -$6.2K 0.01% 606
2017
Q4 		$383K Buy
12,763
+2,383
+23% +$72.1K 0.01% 572
2017
Q3 		$309K Sell
10,380
-241
-2% -$7.32K 0.01% 605
2017
Q2 		$330K Buy
10,621
+3,365
+46% +$106K 0.01% 606
2017
Q1 		$228K Buy
+7,256
New +$220K 0.01% 685
2015
Q2 		– Sell
-7,300
Closed -$203K – 802
2015
Q1 		$203K Buy
+7,300
New +$205K ﹤0.01% 882
2014
Q4 		– Sell
-6,500
Closed -$151K – 963
2014
Q3 		$151K Buy
6,500
+550
+9% +$13.3K ﹤0.01% 924
2014
Q2 		$143K Buy
+5,950
New +$142K ﹤0.01% 921

Other funds holding HR

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Veritable's HR Position: Q3 2020 in Review

Veritable sold out of Healthcare Realty (HR) in Q3 2020, closing a stake of 21,575 shares — an estimated $572K sold.

Veritable first reported a position in HR in Q2 2014 and held it in 17 quarters. The position peaked at $681K in Q4 2019. 336 funds tracked by Wall St. Rank hold HR as of Q3 2020.

  • Veritable reported no remaining Healthcare Realty position as of Q3 2020 after selling out during the quarter.
  • Veritable sold 21,575 Healthcare Realty shares in Q3 2020, an estimated $572K.
  • Veritable first reported a position in Healthcare Realty in Q2 2014 and held it in 17 quarters.
  • Veritable's Healthcare Realty position peaked at $681K in Q4 2019.
  • 336 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2020.

Based on Veritable's 13F filing for Q3 2020, filed 13 Nov 2020.