WP
HR icon

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
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return