Wealthcare Advisory Partners’s Healthcare Realty HR Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-190	Closed	-$5K	–	1128
2021 Q1	$5K	Buy	+190	New	+$5.31K	﹤0.01%	1648
2020 Q2	–	Sell	-150	Closed	-$4K	–	792
2020 Q1	$4K	Buy	+150	New	+$4.53K	﹤0.01%	1162

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

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

Norges Bank Oslo, Norway $935B AUM

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthcare Advisory Partners's HR Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Healthcare Realty (HR) in Q2 2021, closing a stake of 190 shares — an estimated $5K sold.

Wealthcare Advisory Partners first reported a position in HR in Q1 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 368 funds tracked by Wall St. Rank hold HR as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Healthcare Realty position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 190 Healthcare Realty shares in Q2 2021, an estimated $5K.
Wealthcare Advisory Partners first reported a position in Healthcare Realty in Q1 2020 and held it in 2 quarters.
Wealthcare Advisory Partners's Healthcare Realty position peaked at $5K in Q1 2021.
368 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.