BRWA
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B. Riley Wealth Advisors’s Healthcare Realty HR Stock Holding History

B. Riley Wealth 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
Q4 		– Sell
-12,080
Closed -$253K – 1537
2022
Q3 		$253K Buy
+12,080
New +$307K 0.01% 1106
2016
Q3 		– Sell
-7,176
Closed -$233K – 627
2016
Q2 		$233K Buy
7,176
+374
+5% +$11.3K 0.05% 489
2016
Q1 		$200K Buy
+6,802
New +$189K 0.05% 477
2015
Q4 		– Sell
-11,000
Closed -$270K – 592
2015
Q3 		$270K Buy
11,000
+2,074
+23% +$51.2K 0.06% 385
2015
Q2 		$214K Buy
+8,926
New +$228K 0.05% 433
2015
Q1 		– Sell
-7,465
Closed -$201 – 1193
2014
Q4 		$201 Sell
7,465
-1
-0% -$25 ﹤0.01% 1376
2014
Q3 		$173K Sell
7,466
-2,335
-24% -$56.7K 0.05% 528
2014
Q2 		$236K Buy
9,801
+1,961
+25% +$46.7K 0.06% 393
2014
Q1 		$179K Hold
7,840
– – 0.05% 425
2013
Q4 		$154K Buy
7,840
+1,547
+25% +$32.8K 0.05% 426
2013
Q3 		$132K Sell
6,293
-3,280
-34% -$70.8K 0.05% 470
2013
Q2 		$215K Buy
+9,573
New +$230K 0.07% 300

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
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
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
Daiwa Securities Group
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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

B. Riley Wealth Advisors's HR Position: Q4 2022 in Review

B. Riley Wealth Advisors sold out of Healthcare Realty (HR) in Q4 2022, closing a stake of 12,080 shares — an estimated $253K sold.

B. Riley Wealth Advisors first reported a position in HR in Q2 2013 and held it in 12 quarters. The position peaked at $270K in Q3 2015. 418 funds tracked by Wall St. Rank hold HR as of Q4 2022.

  • B. Riley Wealth Advisors reported no remaining Healthcare Realty position as of Q4 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,080 Healthcare Realty shares in Q4 2022, an estimated $253K.
  • B. Riley Wealth Advisors first reported a position in Healthcare Realty in Q2 2013 and held it in 12 quarters.
  • B. Riley Wealth Advisors's Healthcare Realty position peaked at $270K in Q3 2015.
  • 418 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.