YorkBridge Wealth Partners’s Healthcare Realty HR Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-901	Closed	-$25K	–	383
2019 Q2	$25K	Sell	901 -162	-15%	-$4.56K	0.01%	441
2019 Q1	$30K	Sell	1,063 -5,210	-83%	-$145K	0.01%	414
2018 Q4	$159K	Sell	6,273 -235	-4%	-$6.23K	0.08%	175
2018 Q3	$169K	Buy	6,508 +138	+2%	+$3.8K	0.08%	190
2018 Q2	$172K	Buy	6,370 +1,073	+20%	+$27.3K	0.08%	196
2018 Q1	$132K	Buy	5,297 +77	+1%	+$2.05K	0.06%	239
2017 Q4	$138K	Buy	5,220 +1,979	+61%	+$59.9K	0.07%	225
2017 Q3	$97K	Buy	3,241 +232	+8%	+$7.05K	0.05%	287
2017 Q2	$95K	Buy	+3,009	New	+$94.9K	0.05%	282

Other funds holding HR

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

AAMU

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

YorkBridge Wealth Partners's HR Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Healthcare Realty (HR) in Q3 2019, closing a stake of 901 shares — an estimated $25K sold.

YorkBridge Wealth Partners first reported a position in HR in Q2 2017 and held it in 9 quarters. The position peaked at $172K in Q2 2018. 332 funds tracked by Wall St. Rank hold HR as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Healthcare Realty position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 901 Healthcare Realty shares in Q3 2019, an estimated $25K.
YorkBridge Wealth Partners first reported a position in Healthcare Realty in Q2 2017 and held it in 9 quarters.
YorkBridge Wealth Partners's Healthcare Realty position peaked at $172K in Q2 2018.
332 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.