BerganKDV Wealth Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

BerganKDV 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 Q3	–	Sell	-63	Closed	-$2K	–	1107
2022 Q2	$2K	Hold	63	–	–	﹤0.01%	869
2022 Q1	$2K	Hold	63	–	–	﹤0.01%	893
2021 Q4	$2K	Hold	63	–	–	﹤0.01%	953
2021 Q3	$2K	Hold	63	–	–	﹤0.01%	932
2021 Q2	$2K	Hold	63	–	–	﹤0.01%	874
2021 Q1	$2K	Hold	63	–	–	﹤0.01%	826
2020 Q4	$2K	Sell	63 -419	-87%	-$12.6K	﹤0.01%	821
2020 Q3	$15K	Buy	482 +5	+1%	+$144	﹤0.01%	463
2020 Q2	$14K	Buy	477 +5	+1%	+$150	﹤0.01%	499
2020 Q1	$13K	Buy	472 +4	+0.9%	+$136	﹤0.01%	470
2019 Q4	$16K	Buy	468 +4	+0.9%	+$133	﹤0.01%	482
2019 Q3	$16K	Buy	464 +4	+0.9%	+$131	﹤0.01%	462
2019 Q2	$14K	Buy	460 +4	+0.9%	+$127	﹤0.01%	480
2019 Q1	$15K	Buy	456 +5	+1%	+$157	﹤0.01%	477
2018 Q4	$13K	Buy	451 +4	+0.9%	+$116	﹤0.01%	448
2018 Q3	$13K	Buy	447 +4	+0.9%	+$119	﹤0.01%	460
2018 Q2	$13K	Buy	+443	New	+$12.2K	﹤0.01%	476

Other funds holding HR

CWM

CIBC World Markets New York $20.8B AUM

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

RIM

Redpoint Investment Management Sydney, NSW, Australia $684M AUM 13.14% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BerganKDV Wealth Management's HR Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 63 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in HR in Q2 2018 and held it in 17 quarters. The position peaked at $16K in Q4 2019. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

BerganKDV Wealth Management reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 63 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $2K.
BerganKDV Wealth Management first reported a position in Healthcare Realty Trust Incorporated in Q2 2018 and held it in 17 quarters.
BerganKDV Wealth Management's Healthcare Realty Trust Incorporated position peaked at $16K in Q4 2019.
7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.