CIBC World Markets’s Healthcare Realty Trust Incorporated HR Stock Holding History

CIBC World Markets’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
2023 Q1	–	Sell	-122,745	Closed	-$2.37M	–	735
2022 Q4	$2.37M	Sell	122,745 -33,094	-21%	-$638K	0.02%	459
2022 Q3	$3.25M	Buy	155,839 +90,887	+140%	+$2.31M	0.05%	206
2022 Q2	$1.77M	Sell	64,952 -9,376	-13%	-$262K	0.02%	426
2022 Q1	$2.04M	Buy	74,328 +570	+0.8%	+$16.8K	0.02%	402
2021 Q4	$2.33M	Sell	73,758 -10,984	-13%	-$352K	0.01%	379
2021 Q3	$2.52M	Buy	84,742 +30,212	+55%	+$926K	0.02%	393
2021 Q2	$1.65M	Buy	54,530 +39,525	+263%	+$1.23M	0.01%	460
2021 Q1	$455K	Sell	15,005 -70,664	-82%	-$2.13M	﹤0.01%	850
2020 Q4	$2.54M	Buy	+85,669	New	+$2.57M	0.01%	522

Other funds holding HR

TFCM

Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

CIBC World Markets's HR Position: Q1 2023 in Review

CIBC World Markets sold out of Healthcare Realty Trust Incorporated (HR) in Q1 2023, closing a stake of 122,745 shares — an estimated $2.37M sold.

CIBC World Markets first reported a position in HR in Q4 2020 and held it in 9 quarters. The position peaked at $3.25M in Q3 2022. 3 funds tracked by Wall St. Rank hold HR as of Q1 2023.

CIBC World Markets reported no remaining Healthcare Realty Trust Incorporated position as of Q1 2023 after selling out during the quarter.
CIBC World Markets sold 122,745 Healthcare Realty Trust Incorporated shares in Q1 2023, an estimated $2.37M.
CIBC World Markets first reported a position in Healthcare Realty Trust Incorporated in Q4 2020 and held it in 9 quarters.
CIBC World Markets's Healthcare Realty Trust Incorporated position peaked at $3.25M in Q3 2022.
3 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q1 2023.

Based on CIBC World Markets's 13F filing for Q1 2023, filed 11 May 2023.