CFGS
HR

Concourse Financial Group Securities’s Healthcare Realty Trust Incorporated HR Stock Holding History

Concourse Financial Group Securities’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
-33
Closed -$1K – 2366
2022
Q2 		$1K Sell
33
-10
-23% -$279 ﹤0.01% 2174
2022
Q1 		$1K Hold
43
– – ﹤0.01% 2151
2021
Q4 		$1K Hold
43
– – ﹤0.01% 2360
2021
Q3 		$1K Sell
43
-8
-16% -$245 ﹤0.01% 2392
2021
Q2 		$2K Hold
51
– – ﹤0.01% 2257
2021
Q1 		$2K Buy
51
+9
+21% +$271 ﹤0.01% 2196
2020
Q4 		$1K Buy
+42
New +$1.26K ﹤0.01% 2278
2020
Q2 		– Sell
-66
Closed -$1.98K – 2377
2020
Q1 		$2K Hold
66
– – ﹤0.01% 1982
2019
Q4 		$2K Hold
66
– – ﹤0.01% 1969
2019
Q3 		$2K Hold
66
– – ﹤0.01% 1612
2019
Q2 		$2K Hold
66
– – ﹤0.01% 2085
2019
Q1 		$2K Buy
+66
New +$2.07K ﹤0.01% 2114

Other funds holding HR

CWM
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
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

Concourse Financial Group Securities's HR Position: Q3 2022 in Review

Concourse Financial Group Securities sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 33 shares — an estimated $1K sold.

Concourse Financial Group Securities first reported a position in HR in Q1 2019 and held it in 12 quarters. The position peaked at $2K in Q2 2021. 6 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Concourse Financial Group Securities reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Concourse Financial Group Securities sold 33 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $1K.
  • Concourse Financial Group Securities first reported a position in Healthcare Realty Trust Incorporated in Q1 2019 and held it in 12 quarters.
  • Concourse Financial Group Securities's Healthcare Realty Trust Incorporated position peaked at $2K in Q2 2021.
  • 6 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Concourse Financial Group Securities's 13F filing for Q3 2022, filed 15 Nov 2022.