Janney Montgomery Scott’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-14,034
| Closed | -$253K | – | 2950 |
|
|
2025
Q3 | $253K | Buy |
14,034
+2,500
| +22% | +$42.3K | ﹤0.01% | 2593 |
|
|
2025
Q2 | $183K | Hold |
11,534
| – | – | ﹤0.01% | 2583 |
|
|
2025
Q1 | $195K | Buy |
+11,534
| New | +$192K | ﹤0.01% | 2542 |
|
|
2024
Q4 | – | Sell |
-10,887
| Closed | -$198K | – | 2763 |
|
|
2024
Q3 | $198K | Sell |
10,887
-18,131
| -62% | -$321K | ﹤0.01% | 2512 |
|
|
2024
Q2 | $478K | Sell |
29,018
-60,614
| -68% | -$927K | ﹤0.01% | 1923 |
|
|
2024
Q1 | $1.27M | Buy |
89,632
+38,669
| +76% | +$583K | ﹤0.01% | 1393 |
|
|
2023
Q4 | $878K | Buy |
50,963
+3,697
| +8% | +$56.5K | ﹤0.01% | 1520 |
|
|
2023
Q3 | $722K | Buy |
47,266
+13,085
| +38% | +$232K | ﹤0.01% | 1531 |
|
|
2023
Q2 | $645K | Buy |
34,181
+1,083
| +3% | +$20.9K | ﹤0.01% | 1678 |
|
|
2023
Q1 | $640K | Sell |
33,098
-385
| -1% | -$7.76K | ﹤0.01% | 1571 |
|
|
2022
Q4 | $645K | Sell |
33,483
-14,746
| -31% | -$290K | ﹤0.01% | 1604 |
|
|
2022
Q3 | $1.01M | Buy |
48,229
+10,518
| +28% | +$267K | ﹤0.01% | 1314 |
|
|
2022
Q2 | $1.05M | Buy |
37,711
+7,519
| +25% | +$223K | ﹤0.01% | 1216 |
|
|
2022
Q1 | $946K | Sell |
30,192
-1,164
| -4% | -$36.7K | ﹤0.01% | 1277 |
|
|
2021
Q4 | $1.05M | Sell |
31,356
-3,438
| -10% | -$115K | ﹤0.01% | 1302 |
|
|
2021
Q3 | $1.03M | Sell |
34,794
-76
| -0.2% | -$2.22K | ﹤0.01% | 1257 |
|
|
2021
Q2 | $931K | Sell |
34,870
-221
| -0.6% | -$6.25K | ﹤0.01% | 1304 |
|
|
2021
Q1 | $968K | Buy |
35,091
+4,269
| +14% | +$119K | ﹤0.01% | 1209 |
|
|
2020
Q4 | $849K | Buy |
30,822
+2,395
| +8% | +$63.2K | ﹤0.01% | 1261 |
|
|
2020
Q3 | $739K | Buy |
28,427
+1,583
| +6% | +$41.5K | ﹤0.01% | 1233 |
|
|
2020
Q2 | $712K | Buy |
26,844
+2,725
| +11% | +$69.8K | ﹤0.01% | 1205 |
|
|
2020
Q1 | $586K | Sell |
24,119
-240
| -1% | -$7.25K | ﹤0.01% | 1146 |
|
|
2019
Q4 | $738K | Sell |
24,359
-1,994
| -8% | -$59.6K | ﹤0.01% | 1235 |
|
|
2019
Q3 | $774K | Buy |
+26,353
| New | +$736K | 0.01% | 1155 |
|
|
2019
Q1 | – | Sell |
-94,738
| Closed | -$2.4M | – | 2033 |
|
|
2018
Q4 | $2.4M | Sell |
94,738
-1,848
| -2% | -$49K | 0.02% | 577 |
|
|
2018
Q3 | $2.58M | Buy |
96,586
+4,743
| +5% | +$131K | 0.02% | 618 |
|
|
2018
Q2 | $2.48M | Buy |
91,843
+1,971
| +2% | +$50.1K | 0.02% | 593 |
|
|
2018
Q1 | $2.38M | Buy |
89,872
+14,951
| +20% | +$398K | 0.02% | 589 |
|
|
2017
Q4 | $2.25M | Buy |
74,921
+3,452
| +5% | +$104K | 0.02% | 605 |
|
|
2017
Q3 | $2.13M | Buy |
71,469
+3,597
| +5% | +$109K | 0.02% | 590 |
|
|
2017
Q2 | $2.11M | Buy |
+67,872
| New | +$2.14M | 0.03% | 548 |
|
Other funds holding HR
SV
AAMU
RIM
RC