WealthOne’s Healthcare Realty HR Stock Holding History

WealthOne’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 Q1	–	Sell	-480	Closed	-$12K	–	271
2018 Q4	$12K	Buy	+480	New	+$12.7K	0.01%	350

Other funds holding HR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

WealthOne's HR Position: Q1 2019 in Review

WealthOne sold out of Healthcare Realty (HR) in Q1 2019, closing a stake of 480 shares — an estimated $12K sold.

WealthOne first reported a position in HR in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 338 funds tracked by Wall St. Rank hold HR as of Q1 2019.

WealthOne reported no remaining Healthcare Realty position as of Q1 2019 after selling out during the quarter.
WealthOne sold 480 Healthcare Realty shares in Q1 2019, an estimated $12K.
WealthOne first reported a position in Healthcare Realty in Q4 2018 and held it in 1 quarter.
WealthOne's Healthcare Realty position peaked at $12K in Q4 2018.
338 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.