WFS
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Widmann Financial Services’s Healthcare Realty HR Stock Holding History

Widmann Financial Services’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
2022
Q1 		– Sell
-73
Closed -$2K – 242
2021
Q4 		$2K Buy
+73
New +$2.44K ﹤0.01% 403

Other funds holding HR

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Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Widmann Financial Services's HR Position: Q1 2022 in Review

Widmann Financial Services sold out of Healthcare Realty (HR) in Q1 2022, closing a stake of 73 shares — an estimated $2K sold.

Widmann Financial Services first reported a position in HR in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 393 funds tracked by Wall St. Rank hold HR as of Q1 2022.

  • Widmann Financial Services reported no remaining Healthcare Realty position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 73 Healthcare Realty shares in Q1 2022, an estimated $2K.
  • Widmann Financial Services first reported a position in Healthcare Realty in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Healthcare Realty position peaked at $2K in Q4 2021.
  • 393 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.