FPCM
HR

Financial Partners Capital Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

Financial Partners Capital Management’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
-63,824
Closed -$1.74M – 124
2022
Q2 		$1.74M Buy
63,824
+5,476
+9% +$153K 0.37% 65
2022
Q1 		$1.6M Buy
58,348
+3,242
+6% +$95.6K 0.3% 70
2021
Q4 		$1.74M Buy
55,106
+2,856
+5% +$91.6K 0.31% 65
2021
Q3 		$1.56M Buy
52,250
+9,349
+22% +$286K 0.28% 62
2021
Q2 		$1.3M Buy
42,901
+13,341
+45% +$415K 0.24% 64
2021
Q1 		$896K Buy
+29,560
New +$889K 0.18% 71

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

Financial Partners Capital Management's HR Position: Q3 2022 in Review

Financial Partners Capital Management sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 63,824 shares — an estimated $1.74M sold.

Financial Partners Capital Management first reported a position in HR in Q1 2021 and held it in 6 quarters. The position peaked at $1.74M in Q4 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Financial Partners Capital Management reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Financial Partners Capital Management sold 63,824 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $1.74M.
  • Financial Partners Capital Management first reported a position in Healthcare Realty Trust Incorporated in Q1 2021 and held it in 6 quarters.
  • Financial Partners Capital Management's Healthcare Realty Trust Incorporated position peaked at $1.74M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Financial Partners Capital Management's 13F filing for Q3 2022, filed 27 Feb 2023.