Capital Analysts LLC
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Capital Analysts LLC’s Healthcare Realty Trust Incorporated HR Stock Holding History

Capital Analysts LLC’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
-1,399
Closed -$38K – 1140
2022
Q2 		$38K Buy
1,399
+11
+0.8% +$307 ﹤0.01% 610
2022
Q1 		$38K Sell
1,388
-1
-0.1% -$29 ﹤0.01% 587
2021
Q4 		$44K Buy
1,389
+9
+0.7% +$289 ﹤0.01% 596
2021
Q3 		$41K Sell
1,380
-38
-3% -$1.16K ﹤0.01% 604
2021
Q2 		$43K Sell
1,418
-36
-2% -$1.12K ﹤0.01% 579
2021
Q1 		$44K Sell
1,454
-19
-1% -$572 ﹤0.01% 602
2020
Q4 		$44K Sell
1,473
-59
-4% -$1.77K ﹤0.01% 435
2020
Q3 		$46K Buy
+1,532
New +$44.1K ﹤0.01% 418

Other funds holding HR

CIBC World Markets
CIBC World Markets New York $20.8B AUM
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
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Capital Analysts LLC's HR Position: Q3 2022 in Review

Capital Analysts LLC sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 1,399 shares — an estimated $38K sold.

Capital Analysts LLC first reported a position in HR in Q3 2020 and held it in 8 quarters. The position peaked at $46K in Q3 2020. 6 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Capital Analysts LLC reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Capital Analysts LLC sold 1,399 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $38K.
  • Capital Analysts LLC first reported a position in Healthcare Realty Trust Incorporated in Q3 2020 and held it in 8 quarters.
  • Capital Analysts LLC's Healthcare Realty Trust Incorporated position peaked at $46K in Q3 2020.
  • 6 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Capital Analysts LLC's 13F filing for Q3 2022, filed 14 Nov 2022.