WealthTrust Axiom’s Healthcare Realty HR Stock Holding History

WealthTrust Axiom’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
2024 Q1	–	Sell	-10,202	Closed	-$176K	–	265
2023 Q4	$176K	Buy	+10,202	New	+$156K	0.06%	225

Other funds holding HR

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthTrust Axiom's HR Position: Q1 2024 in Review

WealthTrust Axiom sold out of Healthcare Realty (HR) in Q1 2024, closing a stake of 10,202 shares — an estimated $176K sold.

WealthTrust Axiom first reported a position in HR in Q4 2023 and held it in 1 quarter. The position peaked at $176K in Q4 2023. 403 funds tracked by Wall St. Rank hold HR as of Q1 2024.

WealthTrust Axiom reported no remaining Healthcare Realty position as of Q1 2024 after selling out during the quarter.
WealthTrust Axiom sold 10,202 Healthcare Realty shares in Q1 2024, an estimated $176K.
WealthTrust Axiom first reported a position in Healthcare Realty in Q4 2023 and held it in 1 quarter.
WealthTrust Axiom's Healthcare Realty position peaked at $176K in Q4 2023.
403 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2024.

Based on WealthTrust Axiom's 13F filing for Q1 2024, filed 10 May 2024.