Carson Wealth (CWM LLC)’s Healthcare Realty Trust Incorporated HR Stock Holding History

Carson Wealth (CWM 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	-80	Closed	-$2K	–	4357
2022 Q2	$2K	Buy	80 +13	+19%	+$363	﹤0.01%	3466
2022 Q1	$2K	Buy	67 +7	+12%	+$206	﹤0.01%	3282
2021 Q4	$2K	Buy	+60	New	+$1.92K	﹤0.01%	3233
2018 Q3	–	Sell	-37	Closed	-$1K	–	2104
2018 Q2	$1K	Buy	+37	New	+$1.02K	﹤0.01%	1676

Other funds holding HR

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 Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s HR Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 80 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in HR in Q2 2018 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 6 funds tracked by Wall St. Rank hold HR as of Q3 2022.

Carson Wealth (CWM LLC) reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 80 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $2K.
Carson Wealth (CWM LLC) first reported a position in Healthcare Realty Trust Incorporated in Q2 2018 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s Healthcare Realty Trust Incorporated position peaked at $2K in Q2 2022.
6 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.