WQ
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Wealth Quarterback’s Healthcare Realty HR Stock Holding History

Wealth Quarterback’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
Q3 		$25K Buy
827
+10
+1% +$292 0.02% 327
2021
Q2 		$22K Buy
+817
New +$23.1K 0.01% 334
2020
Q2 		– Sell
-769
Closed -$18.7K – 391
2020
Q1 		$18.7K Buy
769
+8
+1% +$242 0.02% 350
2019
Q4 		$23K Buy
+761
New +$22.7K 0.02% 329

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealth Quarterback's HR Position: Q3 2021 in Review

Wealth Quarterback increased its Healthcare Realty (HR) stake by 1.2% in Q3 2021, buying an estimated $292 and bringing the position to 827 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #327.

Wealth Quarterback first reported a position in HR in Q4 2019 and has held it in 4 quarters since. 337 funds tracked by Wall St. Rank hold HR as of Q3 2021.

  • Wealth Quarterback held 827 shares of Healthcare Realty worth $25K as of Q3 2021.
  • Wealth Quarterback bought 10 Healthcare Realty shares in Q3 2021, an estimated $292.
  • Healthcare Realty made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #327 holding.
  • Wealth Quarterback first reported a position in Healthcare Realty in Q4 2019 and has held it in 4 quarters since.
  • 337 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.