BRWM
HR

B. Riley Wealth Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

B. Riley Wealth Management’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
Q2 		– Sell
-11,105
Closed -$305K – 826
2022
Q1 		$305K Sell
11,105
-425
-4% -$12.5K 0.02% 443
2021
Q4 		$365K Sell
11,530
-5,645
-33% -$181K 0.03% 417
2021
Q3 		$511K Sell
17,175
-3,595
-17% -$110K 0.04% 331
2021
Q2 		$627K Sell
20,770
-325
-2% -$10.1K 0.07% 200
2021
Q1 		$640K Sell
21,095
-1,442
-6% -$43.4K 0.07% 195
2020
Q4 		$667K Sell
22,537
-259
-1% -$7.79K 0.09% 176
2020
Q3 		$687K Sell
22,796
-3,690
-14% -$106K 0.08% 190
2020
Q2 		$776K Sell
26,486
-889
-3% -$26.6K 0.09% 184
2020
Q1 		$764K Buy
+27,375
New +$929K 0.08% 210

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

B. Riley Wealth Management's HR Position: Q2 2022 in Review

B. Riley Wealth Management sold out of Healthcare Realty Trust Incorporated (HR) in Q2 2022, closing a stake of 11,105 shares — an estimated $305K sold.

B. Riley Wealth Management first reported a position in HR in Q1 2020 and held it in 9 quarters. The position peaked at $776K in Q2 2020. 276 funds tracked by Wall St. Rank hold HR as of Q2 2022.

  • B. Riley Wealth Management reported no remaining Healthcare Realty Trust Incorporated position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 11,105 Healthcare Realty Trust Incorporated shares in Q2 2022, an estimated $305K.
  • B. Riley Wealth Management first reported a position in Healthcare Realty Trust Incorporated in Q1 2020 and held it in 9 quarters.
  • B. Riley Wealth Management's Healthcare Realty Trust Incorporated position peaked at $776K in Q2 2020.
  • 276 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.