IA
HR

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

IFP 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
Q4 		– Sell
-805
Closed -$24K – 4998
2022
Q3 		$24K Hold
805
– – ﹤0.01% 2947
2022
Q2 		$24K Hold
805
– – ﹤0.01% 2709
2022
Q1 		$24K Buy
805
+296
+58% +$8.72K ﹤0.01% 2709
2021
Q4 		$17K Buy
509
+9
+2% +$289 ﹤0.01% 2029
2021
Q3 		$15K Buy
+500
New +$15.3K ﹤0.01% 2123
2019
Q4 		– Sell
-168
Closed -$5.57K – 3363
2019
Q3 		$6K Buy
+168
New +$5.5K ﹤0.01% 2307
2019
Q1 		$5K Buy
+168
New +$5.27K ﹤0.01% 1907
2018
Q4 		– Sell
-150
Closed -$4K – 4153
2018
Q3 		$4K Buy
150
+21
+16% +$627 ﹤0.01% 3373
2018
Q2 		$4K Hold
129
– – ﹤0.01% 3442
2018
Q1 		$4K Hold
129
– – ﹤0.01% 3339
2017
Q4 		$4K Sell
129
-461
-78% -$15K ﹤0.01% 3389
2017
Q3 		$19K Hold
590
– – ﹤0.01% 2653
2017
Q2 		$20K Buy
590
+25
+4% +$841 ﹤0.01% 2606
2017
Q1 		$18K Hold
565
– – ﹤0.01% 2590
2016
Q4 		$17K Buy
565
+158
+39% +$4.82K ﹤0.01% 2596
2016
Q3 		$14K Sell
407
-397
-49% -$13.9K ﹤0.01% 2655
2016
Q2 		$28K Buy
804
+636
+379% +$20.2K ﹤0.01% 2138
2016
Q1 		$5K Sell
168
-708
-81% -$20.6K ﹤0.01% 1901
2015
Q4 		$25K Buy
+876
New +$23.4K ﹤0.01% 2049

Other funds holding HR

CWM
CIBC World Markets New York $20.8B AUM
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

IFP Advisors's HR Position: Q4 2022 in Review

IFP Advisors sold out of Healthcare Realty Trust Incorporated (HR) in Q4 2022, closing a stake of 805 shares — an estimated $24K sold.

IFP Advisors first reported a position in HR in Q4 2015 and held it in 19 quarters. The position peaked at $28K in Q2 2016. 5 funds tracked by Wall St. Rank hold HR as of Q4 2022.

  • IFP Advisors reported no remaining Healthcare Realty Trust Incorporated position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 805 Healthcare Realty Trust Incorporated shares in Q4 2022, an estimated $24K.
  • IFP Advisors first reported a position in Healthcare Realty Trust Incorporated in Q4 2015 and held it in 19 quarters.
  • IFP Advisors's Healthcare Realty Trust Incorporated position peaked at $28K in Q2 2016.
  • 5 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.