KFI
HR

Key Financial Inc’s Healthcare Realty Trust Incorporated HR Stock Holding History

Key Financial Inc’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
-200
Closed -$6K – 1204
2022
Q2 		$6K Hold
200
– – ﹤0.01% 781
2022
Q1 		$5K Hold
200
– – ﹤0.01% 812
2021
Q4 		$6K Hold
200
– – ﹤0.01% 701
2021
Q3 		$6K Hold
200
– – ﹤0.01% 689
2021
Q2 		$6K Hold
200
– – ﹤0.01% 675
2021
Q1 		$6K Hold
200
– – ﹤0.01% 586
2020
Q4 		$6K Buy
+200
New +$6.01K ﹤0.01% 543
2020
Q2 		– Sell
-200
Closed -$6K – 736
2020
Q1 		$6K Buy
+200
New +$6.79K 0.01% 500

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

Key Financial Inc's HR Position: Q3 2022 in Review

Key Financial Inc sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 200 shares — an estimated $6K sold.

Key Financial Inc first reported a position in HR in Q1 2020 and held it in 8 quarters. The position peaked at $6K in Q2 2022. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Key Financial Inc reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Key Financial Inc sold 200 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $6K.
  • Key Financial Inc first reported a position in Healthcare Realty Trust Incorporated in Q1 2020 and held it in 8 quarters.
  • Key Financial Inc's Healthcare Realty Trust Incorporated position peaked at $6K in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Key Financial Inc's 13F filing for Q3 2022, filed 28 Oct 2022.