HWA
HR

Heritage Wealth Advisors’s Healthcare Realty Trust Incorporated HR Stock Holding History

Heritage Wealth 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
-450
Closed -$12K – 588
2022
Q2 		$12K Hold
450
– – ﹤0.01% 455
2022
Q1 		$12K Hold
450
– – ﹤0.01% 429
2021
Q4 		$14K Hold
450
– – ﹤0.01% 429
2021
Q3 		$13.4K Hold
450
– – ﹤0.01% 426
2021
Q2 		$13.6K Hold
450
– – ﹤0.01% 435
2021
Q1 		$13.6K Sell
450
-46
-9% -$1.38K ﹤0.01% 450
2020
Q4 		$15K Buy
496
+46
+10% +$1.38K ﹤0.01% 438
2020
Q3 		$13.6K Hold
450
– – ﹤0.01% 384
2020
Q2 		$13.2K Hold
450
– – ﹤0.01% 366
2020
Q1 		$12.6K Hold
450
– – ﹤0.01% 359
2019
Q4 		$15K Hold
450
– – ﹤0.01% 396
2019
Q3 		$15K Hold
450
– – ﹤0.01% 368
2019
Q2 		$14.1K Hold
450
– – ﹤0.01% 369
2019
Q1 		$14.4K Hold
450
– – ﹤0.01% 331
2018
Q4 		$12K Hold
450
– – ﹤0.01% 301
2018
Q3 		$13K Buy
+450
New +$13.4K ﹤0.01% 290

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

Heritage Wealth Advisors's HR Position: Q3 2022 in Review

Heritage Wealth Advisors sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 450 shares — an estimated $12K sold.

Heritage Wealth Advisors first reported a position in HR in Q3 2018 and held it in 16 quarters. The position peaked at $15K in Q4 2019. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Heritage Wealth Advisors reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 450 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $12K.
  • Heritage Wealth Advisors first reported a position in Healthcare Realty Trust Incorporated in Q3 2018 and held it in 16 quarters.
  • Heritage Wealth Advisors's Healthcare Realty Trust Incorporated position peaked at $15K in Q4 2019.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Heritage Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.