IFP Advisors’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.34K | Sell |
432
-69
| -14% | -$1.21K | ﹤0.01% | 3319 |
|
|
2025
Q4 | $8.49K | Buy |
501
+182
| +57% | +$3.24K | ﹤0.01% | 3150 |
|
|
2025
Q3 | $5.75K | Buy |
+319
| New | +$5.39K | ﹤0.01% | 3169 |
|
|
2025
Q2 | – | Sell |
-669
| Closed | -$10.2K | – | 2439 |
|
|
2025
Q1 | $11.3K | Hold |
669
| – | – | ﹤0.01% | 2540 |
|
|
2024
Q4 | $11.3K | Buy |
669
+105
| +19% | +$1.85K | ﹤0.01% | 2484 |
|
|
2024
Q3 | $10.2K | Sell |
564
-8
| -1% | -$142 | ﹤0.01% | 2412 |
|
|
2024
Q2 | $9.43K | Buy |
572
+268
| +88% | +$4.1K | ﹤0.01% | 2363 |
|
|
2024
Q1 | $4.3K | Buy |
304
+128
| +73% | +$1.93K | ﹤0.01% | 2502 |
|
|
2023
Q4 | $3.03K | Sell |
176
-1,277
| -88% | -$19.5K | ﹤0.01% | 2565 |
|
|
2023
Q3 | $22.2K | Buy |
1,453
+8
| +0.6% | +$142 | ﹤0.01% | 1891 |
|
|
2023
Q2 | $27.3K | Buy |
1,445
+6
| +0.4% | +$116 | ﹤0.01% | 1870 |
|
|
2023
Q1 | $35.3K | Sell |
1,439
-4,701
| -77% | -$94.7K | ﹤0.01% | 1753 |
|
|
2022
Q4 | $151K | Buy |
6,140
+1,533
| +33% | +$30.1K | ﹤0.01% | 1501 |
|
|
2022
Q3 | $119K | Buy |
4,607
+5
| +0.1% | +$127 | ﹤0.01% | 1732 |
|
|
2022
Q2 | $119K | Hold |
4,602
| – | – | ﹤0.01% | 1579 |
|
|
2022
Q1 | $119K | Buy |
4,602
+3,718
| +421% | +$117K | ﹤0.01% | 1579 |
|
|
2021
Q4 | $30K | Sell |
884
-3,199
| -78% | -$107K | ﹤0.01% | 1767 |
|
|
2021
Q3 | $121K | Buy |
4,083
+738
| +22% | +$21.5K | ﹤0.01% | 1202 |
|
|
2021
Q2 | $90K | Buy |
3,345
+957
| +40% | +$27.1K | ﹤0.01% | 1288 |
|
|
2021
Q1 | $65K | Buy |
2,388
+160
| +7% | +$4.47K | ﹤0.01% | 1344 |
|
|
2020
Q4 | $62K | Buy |
2,228
+159
| +8% | +$4.2K | ﹤0.01% | 1349 |
|
|
2020
Q3 | $54K | Sell |
2,069
-495
| -19% | -$13K | ﹤0.01% | 1257 |
|
|
2020
Q2 | $67K | Buy |
2,564
+621
| +32% | +$15.9K | 0.01% | 1080 |
|
|
2020
Q1 | $47K | Buy |
1,943
+179
| +10% | +$5.41K | ﹤0.01% | 1146 |
|
|
2019
Q4 | $54K | Sell |
1,764
-3,327
| -65% | -$99.4K | ﹤0.01% | 1220 |
|
|
2019
Q3 | $151K | Buy |
+5,091
| New | +$142K | 0.01% | 871 |
|
|
2019
Q1 | $41K | Sell |
1,417
-22,171
| -94% | -$617K | 0.01% | 1045 |
|
|
2018
Q4 | $599K | Sell |
23,588
-1,127
| -5% | -$29.9K | 0.04% | 493 |
|
|
2018
Q3 | $659K | Buy |
24,715
+1,542
| +7% | +$42.5K | 0.03% | 570 |
|
|
2018
Q2 | $625K | Sell |
23,173
-3,422
| -13% | -$87.1K | 0.03% | 578 |
|
|
2018
Q1 | $799K | Hold |
26,595
| – | – | 0.04% | 462 |
|
|
2017
Q4 | $799K | Sell |
26,595
-58,093
| -69% | -$1.76M | 0.04% | 463 |
|
|
2017
Q3 | $2.52M | Sell |
84,688
-2,029
| -2% | -$61.6K | 0.1% | 218 |
|
|
2017
Q2 | $2.7M | Buy |
86,717
+18,311
| +27% | +$577K | 0.11% | 203 |
|
|
2017
Q1 | $2.15M | Buy |
68,406
+122
| +0.2% | +$3.7K | 0.09% | 237 |
|
|
2016
Q4 | $1.99M | Buy |
68,284
+116
| +0.2% | +$3.41K | 0.1% | 229 |
|
|
2016
Q3 | $2.22M | Sell |
68,168
-2,830
| -4% | -$93.7K | 0.12% | 193 |
|
|
2016
Q2 | $2.3M | Buy |
70,998
+69,581
| +4,910% | +$2.1M | 0.13% | 178 |
|
|
2016
Q1 | $41K | Sell |
1,417
-44,849
| -97% | -$1.24M | 0.01% | 1044 |
|
|
2015
Q4 | $1.25M | Buy |
+46,266
| New | +$1.19M | 0.08% | 257 |
|
Other funds holding HR
VPM
VCM
RC
AAMU
