First Trust Advisors
HR

First Trust Advisors’s Healthcare Realty Trust Incorporated HR Stock Holding History

First Trust Advisors’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
-32,643
Closed -$888K – 2685
2022
Q2 		$888K Sell
32,643
-25,090
-43% -$701K ﹤0.01% 2027
2022
Q1 		$1.59M Sell
57,733
-1,091
-2% -$32.2K ﹤0.01% 1863
2021
Q4 		$1.86M Sell
58,824
-196,918
-77% -$6.31M ﹤0.01% 1815
2021
Q3 		$7.62M Sell
255,742
-11,427
-4% -$350K 0.01% 1103
2021
Q2 		$8.07M Buy
267,169
+112,042
+72% +$3.49M 0.01% 1078
2021
Q1 		$4.71M Buy
155,127
+8,487
+6% +$255K 0.01% 1279
2020
Q4 		$4.34M Buy
146,640
+125,710
+601% +$3.78M 0.01% 1151
2020
Q3 		$630K Sell
20,930
-27,831
-57% -$801K ﹤0.01% 1952
2020
Q2 		$1.43M Buy
48,761
+24,350
+100% +$729K ﹤0.01% 1554
2020
Q1 		$682K Sell
24,411
-7,830
-24% -$266K ﹤0.01% 1807
2019
Q4 		$1.08M Buy
32,241
+3,202
+11% +$106K ﹤0.01% 1854
2019
Q3 		$973K Sell
29,039
-32,396
-53% -$1.06M ﹤0.01% 1882
2019
Q2 		$1.92M Buy
61,435
+37,650
+158% +$1.19M ﹤0.01% 1585
2019
Q1 		$764K Sell
23,785
-60
-0.3% -$1.88K ﹤0.01% 1964
2018
Q4 		$678K Buy
23,845
+960
+4% +$27.9K ﹤0.01% 2011
2018
Q3 		$670K Buy
22,885
+3,772
+20% +$113K ﹤0.01% 2086
2018
Q2 		$556K Sell
19,113
-5,525
-22% -$152K ﹤0.01% 2113
2018
Q1 		$683K Sell
24,638
-4,232
-15% -$121K ﹤0.01% 1933
2017
Q4 		$927K Sell
28,870
-7,810
-21% -$254K ﹤0.01% 1881
2017
Q3 		$1.19M Buy
36,680
+2,325
+7% +$76.8K ﹤0.01% 1778
2017
Q2 		$1.17M Sell
34,355
-4,399
-11% -$148K ﹤0.01% 1777
2017
Q1 		$1.26M Sell
38,754
-6,211
-14% -$192K ﹤0.01% 1761
2016
Q4 		$1.36M Sell
44,965
-73,643
-62% -$2.24M ﹤0.01% 1679
2016
Q3 		$4.04M Buy
118,608
+27,763
+31% +$975K 0.01% 1041
2016
Q2 		$3.18M Buy
90,845
+21,857
+32% +$693K 0.01% 1081
2016
Q1 		$2.13M Sell
68,988
-147,175
-68% -$4.28M 0.01% 1270
2015
Q4 		$6.12M Buy
216,163
+179,448
+489% +$4.79M 0.02% 882
2015
Q3 		$912K Sell
36,715
-27,775
-43% -$661K ﹤0.01% 1772
2015
Q2 		$1.5M Sell
64,490
-29,289
-31% -$733K ﹤0.01% 1655
2015
Q1 		$2.6M Buy
93,779
+37,761
+67% +$1.08M 0.01% 1347
2014
Q4 		$1.53M Buy
56,018
+13,983
+33% +$364K 0.01% 1579
2014
Q3 		$995K Buy
42,035
+1,991
+5% +$49.3K ﹤0.01% 1707
2014
Q2 		$1.02M Buy
40,044
+6,166
+18% +$154K ﹤0.01% 1686
2014
Q1 		$818K Sell
33,878
-2,883
-8% -$66.2K ﹤0.01% 1763
2013
Q4 		$783K Sell
36,761
-1,752
-5% -$39.7K ﹤0.01% 1736
2013
Q3 		$890K Sell
38,513
-43,691
-53% -$1.06M ﹤0.01% 1611
2013
Q2 		$2.1M Buy
+82,204
New +$2.3M 0.01% 1158

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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

First Trust Advisors's HR Position: Q3 2022 in Review

First Trust Advisors sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 32,643 shares — an estimated $888K sold.

First Trust Advisors first reported a position in HR in Q2 2013 and held it in 37 quarters. The position peaked at $8.07M in Q2 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • First Trust Advisors reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • First Trust Advisors sold 32,643 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $888K.
  • First Trust Advisors first reported a position in Healthcare Realty Trust Incorporated in Q2 2013 and held it in 37 quarters.
  • First Trust Advisors's Healthcare Realty Trust Incorporated position peaked at $8.07M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on First Trust Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.