CWM
HR

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
HNB
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.