Gradient Investments’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-725
| Closed | -$12.5K | – | 1503 |
|
|
2023
Q4 | $12.5K | Buy |
725
+15
| +2% | +$229 | ﹤0.01% | 797 |
|
|
2023
Q3 | $10.8K | Buy |
710
+12
| +2% | +$213 | ﹤0.01% | 795 |
|
|
2023
Q2 | $13.2K | Buy |
698
+11
| +2% | +$212 | ﹤0.01% | 760 |
|
|
2023
Q1 | $13.3K | Buy |
687
+11
| +2% | +$222 | ﹤0.01% | 749 |
|
|
2022
Q4 | $13K | Buy |
676
+10
| +2% | +$196 | ﹤0.01% | 764 |
|
|
2022
Q3 | $14K | Buy |
666
+11
| +2% | +$280 | ﹤0.01% | 734 |
|
|
2022
Q2 | $18K | Buy |
655
+7
| +1% | +$208 | ﹤0.01% | 665 |
|
|
2022
Q1 | $20K | Buy |
648
+6
| +0.9% | +$189 | ﹤0.01% | 651 |
|
|
2021
Q4 | $21K | Buy |
642
+7
| +1% | +$234 | ﹤0.01% | 644 |
|
|
2021
Q3 | $19K | Buy |
635
+7
| +1% | +$204 | ﹤0.01% | 653 |
|
|
2021
Q2 | $17K | Buy |
628
+7
| +1% | +$198 | ﹤0.01% | 665 |
|
|
2021
Q1 | $17K | Buy |
621
+15
| +2% | +$419 | ﹤0.01% | 645 |
|
|
2020
Q4 | $16K | Hold |
606
| – | – | ﹤0.01% | 610 |
|
|
2020
Q3 | $16K | Buy |
606
+7
| +1% | +$184 | ﹤0.01% | 615 |
|
|
2020
Q2 | $16K | Buy |
599
+7
| +1% | +$179 | ﹤0.01% | 569 |
|
|
2020
Q1 | $14K | Sell |
592
-36
| -6% | -$1.09K | ﹤0.01% | 585 |
|
|
2019
Q4 | $19K | Buy |
628
+6
| +1% | +$179 | ﹤0.01% | 573 |
|
|
2019
Q3 | $18K | Sell |
622
-356
| -36% | -$9.95K | ﹤0.01% | 544 |
|
|
2019
Q2 | $27K | Buy |
978
+369
| +61% | +$10.4K | ﹤0.01% | 465 |
|
|
2019
Q1 | $17K | Buy |
609
+7
| +1% | +$195 | ﹤0.01% | 471 |
|
|
2018
Q4 | $15K | Buy |
602
+6
| +1% | +$159 | ﹤0.01% | 504 |
|
|
2018
Q3 | $16K | Buy |
596
+46
| +8% | +$1.27K | ﹤0.01% | 543 |
|
|
2018
Q2 | $15K | Sell |
550
-528
| -49% | -$13.4K | ﹤0.01% | 537 |
|
|
2018
Q1 | $29K | Buy |
1,078
+6
| +0.6% | +$160 | ﹤0.01% | 416 |
|
|
2017
Q4 | $32K | Buy |
+1,072
| New | +$32.4K | ﹤0.01% | 409 |
|
|
2016
Q4 | – | Sell |
-530
| Closed | -$17K | – | 755 |
|
|
2016
Q3 | $17K | Hold |
530
| – | – | ﹤0.01% | 376 |
|
|
2016
Q2 | $17K | Hold |
530
| – | – | ﹤0.01% | 361 |
|
|
2016
Q1 | $16K | Sell |
530
-237
| -31% | -$6.57K | ﹤0.01% | 375 |
|
|
2015
Q4 | $21K | Hold |
767
| – | – | ﹤0.01% | 319 |
|
|
2015
Q3 | $19K | Sell |
767
-1,250
| -62% | -$30.8K | ﹤0.01% | 315 |
|
|
2015
Q2 | $48K | Hold |
2,017
| – | – | 0.01% | 251 |
|
|
2015
Q1 | $56K | Hold |
2,017
| – | – | 0.01% | 234 |
|
|
2014
Q4 | $54K | Sell |
2,017
-1
| -0% | -$25 | 0.01% | 227 |
|
|
2014
Q3 | $47K | Hold |
2,018
| – | – | 0.01% | 219 |
|
|
2014
Q2 | $49K | Hold |
2,018
| – | – | 0.01% | 224 |
|
|
2014
Q1 | $46K | Buy |
2,018
+530
| +36% | +$11.5K | 0.01% | 209 |
|
|
2013
Q4 | $29K | Buy |
+1,488
| New | +$31.5K | 0.01% | 268 |
|
|
2013
Q3 | – | Sell |
-657
| Closed | -$15K | – | 545 |
|
|
2013
Q2 | $15K | Buy |
+657
| New | +$15.8K | 0.01% | 242 |
|
Other funds holding HR
RIM
AAMU
Gradient Investments's HR Position: Q1 2024 in Review
Gradient Investments sold out of Healthcare Realty (HR) in Q1 2024, closing a stake of 725 shares — an estimated $12.5K sold.
Gradient Investments first reported a position in HR in Q2 2013 and held it in 38 quarters. The position peaked at $56K in Q1 2015. 402 funds tracked by Wall St. Rank hold HR as of Q1 2024.
- Gradient Investments reported no remaining Healthcare Realty position as of Q1 2024 after selling out during the quarter.
- Gradient Investments sold 725 Healthcare Realty shares in Q1 2024, an estimated $12.5K.
- Gradient Investments first reported a position in Healthcare Realty in Q2 2013 and held it in 38 quarters.
- Gradient Investments's Healthcare Realty position peaked at $56K in Q1 2015.
- 402 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2024.
Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.