Commonwealth Equity Services
HR

Commonwealth Equity Services’s Healthcare Realty Trust Incorporated HR Stock Holding History

Commonwealth Equity Services’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
-17,024
Closed -$463K – 3825
2022
Q2 		$463K Buy
17,024
+1,557
+10% +$43.5K ﹤0.01% 2461
2022
Q1 		$425K Sell
15,467
-241
-2% -$7.1K ﹤0.01% 2660
2021
Q4 		$497K Buy
15,708
+3,730
+31% +$120K ﹤0.01% 2521
2021
Q3 		$356K Buy
11,978
+2,582
+27% +$79.1K ﹤0.01% 2764
2021
Q2 		$283K Sell
9,396
-1,885
-17% -$58.7K ﹤0.01% 2959
2021
Q1 		$342K Buy
11,281
+413
+4% +$12.4K ﹤0.01% 2652
2020
Q4 		$321K Sell
10,868
-876
-7% -$26.3K ﹤0.01% 2513
2020
Q3 		$353K Sell
11,744
-1,687
-13% -$48.5K ﹤0.01% 2233
2020
Q2 		$393K Sell
13,431
-602
-4% -$18K ﹤0.01% 2073
2020
Q1 		$391K Buy
14,033
+3,962
+39% +$135K ﹤0.01% 1866
2019
Q4 		$336K Buy
10,071
+6
+0.1% +$199 ﹤0.01% 2226
2019
Q3 		$337K Sell
10,065
-451
-4% -$14.8K ﹤0.01% 2133
2019
Q2 		$329K Sell
10,516
-1,692
-14% -$53.6K ﹤0.01% 2130
2019
Q1 		$392K Sell
12,208
-562
-4% -$17.6K ﹤0.01% 1953
2018
Q4 		$363K Buy
12,770
+3,318
+35% +$96.3K ﹤0.01% 1880
2018
Q3 		$276K Buy
9,452
+231
+3% +$6.9K ﹤0.01% 2244
2018
Q2 		$268K Buy
9,221
+523
+6% +$14.4K ﹤0.01% 2225
2018
Q1 		$241K Buy
8,698
+731
+9% +$20.9K ﹤0.01% 2246
2017
Q4 		$256K Buy
7,967
+372
+5% +$12.1K ﹤0.01% 2167
2017
Q3 		$246K Buy
7,595
+337
+5% +$11.1K ﹤0.01% 2116
2017
Q2 		$248K Buy
7,258
+19
+0.3% +$639 ﹤0.01% 2065
2017
Q1 		$235K Sell
7,239
-149
-2% -$4.61K ﹤0.01% 2041
2016
Q4 		$224K Buy
+7,388
New +$225K ﹤0.01% 1982

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

Commonwealth Equity Services's HR Position: Q3 2022 in Review

Commonwealth Equity Services sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 17,024 shares — an estimated $463K sold.

Commonwealth Equity Services first reported a position in HR in Q4 2016 and held it in 23 quarters. The position peaked at $497K in Q4 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Commonwealth Equity Services reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Commonwealth Equity Services sold 17,024 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $463K.
  • Commonwealth Equity Services first reported a position in Healthcare Realty Trust Incorporated in Q4 2016 and held it in 23 quarters.
  • Commonwealth Equity Services's Healthcare Realty Trust Incorporated position peaked at $497K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Commonwealth Equity Services's 13F filing for Q3 2022, filed 14 Nov 2022.