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Healthcare Realty T shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Healthcare Realty T (HR) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Healthcare Realty T

Tip: Access up to 7 years of quarterly data

All positions including Healthcare Realty T held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Healthcare Realty T by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $199k 13k 15.37

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Modern Wealth Management

Top funds holding Healthcare Realty T

Cohen & Steers Capital Management
Vanguard Group
BlackRock
State Street Corporation
Northwood Liquid Management
Daiwa Securities Group
APG Asset Management US
Principal Financial Group
Canada Pension Plan Investment Board
Geode Capital Management
Jpmorgan Chase & Co
T. Rowe Price Associates
Nuance Investments
Dimensional Fund Advisors
Charles Schwab Investment Management

View all funds holding Healthcare Realty T