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American Portfolios Advisors’s Healthcare Realty HR Stock Holding History

American Portfolios Advisors’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
Q3 		$638K Sell
30,583
-853
-3% -$21.7K 0.03% 561
2022
Q2 		$877K Buy
31,436
+355
+1% +$10.5K 0.04% 462
2022
Q1 		$974K Sell
31,081
-51
-0.2% -$1.61K 0.03% 498
2021
Q4 		$1.04M Sell
31,132
-2,464
-7% -$82.3K 0.04% 469
2021
Q3 		$996K Sell
33,596
-20
-0.1% -$583 0.04% 465
2021
Q2 		$898K Sell
33,616
-140
-0.4% -$3.96K 0.03% 494
2021
Q1 		$931K Buy
33,756
+2,350
+7% +$65.7K 0.04% 424
2020
Q4 		$865K Buy
31,406
+28
+0.1% +$739 0.04% 388
2020
Q3 		$816K Buy
31,378
+524
+2% +$13.7K 0.05% 346
2020
Q2 		$818K Sell
30,854
-447
-1% -$11.5K 0.05% 319
2020
Q1 		$760K Sell
31,301
-443
-1% -$13.4K 0.06% 271
2019
Q4 		$961K Sell
31,744
-4,572
-13% -$137K 0.07% 277
2019
Q3 		$1.07M Sell
36,316
-1,382
-4% -$38.6K 0.09% 230
2019
Q2 		$1.03M Buy
37,698
+3,041
+9% +$85.6K 0.09% 229
2019
Q1 		$991K Sell
34,657
-215
-0.6% -$5.98K 0.09% 216
2018
Q4 		$883K Sell
34,872
-59
-0.2% -$1.56K 0.11% 186
2018
Q3 		$932K Buy
34,931
+86
+0.2% +$2.37K 0.11% 192
2018
Q2 		$939K Sell
34,845
-137
-0.4% -$3.49K 0.13% 163
2018
Q1 		$925K Sell
34,982
-1,069
-3% -$28.5K 0.14% 156
2017
Q4 		$1.08M Buy
+36,051
New +$1.09M 0.17% 132

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Portfolios Advisors's HR Position: Q3 2022 in Review

American Portfolios Advisors reduced its Healthcare Realty (HR) stake by 2.7% in Q3 2022, selling an estimated $21.7K and leaving 30,583 shares worth $638K. The position accounts for 0.03% of the portfolio, ranked #561.

American Portfolios Advisors first reported a position in HR in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.08M in Q4 2017. 394 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • American Portfolios Advisors held 30,583 shares of Healthcare Realty worth $638K as of Q3 2022.
  • American Portfolios Advisors sold 853 Healthcare Realty shares in Q3 2022, an estimated $21.7K.
  • Healthcare Realty made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #561 holding.
  • American Portfolios Advisors first reported a position in Healthcare Realty in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Healthcare Realty position peaked at $1.08M in Q4 2017.
  • 394 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.