WealthPLAN Partners’s Healthcare Realty HR Stock Holding History

WealthPLAN 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
2023 Q2	–	Sell	-205	Closed	-$3.96K	–	1324
2023 Q1	$3.96K	Buy	+205	New	+$4.13K	﹤0.01%	1036
2019 Q1	–	Sell	-7,865	Closed	-$224K	–	264
2018 Q4	$224K	Sell	7,865 -60	-0.8%	-$1.59K	0.04%	232
2018 Q3	$215K	Buy	+7,925	New	+$218K	0.04%	229
2018 Q2	–	Sell	-9,075	Closed	-$240K	–	270
2018 Q1	$240K	Buy	+9,075	New	+$242K	0.05%	235
2016 Q3	–	Sell	-8,959	Closed	-$290	–	1013
2016 Q2	$290	Buy	+8,959	New	+$270K	﹤0.01%	2394
2015 Q2	–	Sell	-1,158	Closed	-$32K	–	468
2015 Q1	$32K	Buy	+1,158	New	+$32.6K	0.01%	281

Other funds holding HR

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

AAMU

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RIM

Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return

WealthPLAN Partners's HR Position: Q2 2023 in Review

WealthPLAN Partners sold out of Healthcare Realty (HR) in Q2 2023, closing a stake of 205 shares — an estimated $3.96K sold.

WealthPLAN Partners first reported a position in HR in Q1 2015 and held it in 6 quarters. The position peaked at $240K in Q1 2018. 402 funds tracked by Wall St. Rank hold HR as of Q2 2023.

WealthPLAN Partners reported no remaining Healthcare Realty position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 205 Healthcare Realty shares in Q2 2023, an estimated $3.96K.
WealthPLAN Partners first reported a position in Healthcare Realty in Q1 2015 and held it in 6 quarters.
WealthPLAN Partners's Healthcare Realty position peaked at $240K in Q1 2018.
402 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.