IFAM
HR

Institutional & Family Asset Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

Institutional & Family Asset Management’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
-63
Closed -$2K – 808
2022
Q2 		$2K Hold
63
– – ﹤0.01% 620
2022
Q1 		$2K Sell
63
-85
-57% -$2.51K ﹤0.01% 666
2021
Q4 		$5K Buy
148
+74
+100% +$2.37K ﹤0.01% 578
2021
Q3 		$2K Hold
74
– – ﹤0.01% 805
2021
Q2 		$2K Hold
74
– – ﹤0.01% 860
2021
Q1 		$2K Hold
74
– – ﹤0.01% 833
2020
Q4 		$2K Buy
+74
New +$2.22K ﹤0.01% 816
2020
Q2 		– Sell
-78
Closed -$2K – 946
2020
Q1 		$2K Hold
78
– – ﹤0.01% 695
2019
Q4 		$3K Hold
78
– – ﹤0.01% 698
2019
Q3 		$3K Buy
+78
New +$2.56K ﹤0.01% 660

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

Institutional & Family Asset Management's HR Position: Q3 2022 in Review

Institutional & Family Asset Management sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 63 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in HR in Q3 2019 and held it in 10 quarters. The position peaked at $5K in Q4 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Institutional & Family Asset Management reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 63 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $2K.
  • Institutional & Family Asset Management first reported a position in Healthcare Realty Trust Incorporated in Q3 2019 and held it in 10 quarters.
  • Institutional & Family Asset Management's Healthcare Realty Trust Incorporated position peaked at $5K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Institutional & Family Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.