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Kovack Advisors’s Healthcare Realty HR Stock Holding History

Kovack 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
Q1 		– Sell
-13,177
Closed -$440K – 766
2021
Q4 		$440K Buy
13,177
+1,126
+9% +$37.6K 0.04% 414
2021
Q3 		$357K Buy
12,051
+2
+0% +$58 0.04% 470
2021
Q2 		$322K Buy
12,049
+627
+5% +$17.7K 0.04% 489
2021
Q1 		$315K Sell
11,422
-1,249
-10% -$34.9K 0.04% 441
2020
Q4 		$349K Sell
12,671
-410
-3% -$10.8K 0.05% 360
2020
Q3 		$340K Hold
13,081
– – 0.06% 303
2020
Q2 		$347K Buy
13,081
+251
+2% +$6.43K 0.07% 289
2020
Q1 		$312K Hold
12,830
– – 0.07% 278
2019
Q4 		$388K Buy
12,830
+1,000
+8% +$29.9K 0.07% 304
2019
Q3 		$348K Sell
11,830
-4,832
-29% -$135K 0.07% 299
2019
Q2 		$457K Buy
16,662
+1,250
+8% +$35.2K 0.1% 220
2019
Q1 		$441K Hold
15,412
– – 0.11% 214
2018
Q4 		$390K Buy
15,412
+500
+3% +$13.2K 0.11% 208
2018
Q3 		$398K Hold
14,912
– – 0.1% 241
2018
Q2 		$402K Hold
14,912
– – 0.11% 217
2018
Q1 		$394K Sell
14,912
-683
-4% -$18.2K 0.1% 238
2017
Q4 		$468K Buy
15,595
+771
+5% +$23.3K 0.12% 203
2017
Q3 		$442K Buy
14,824
+419
+3% +$12.7K 0.15% 164
2017
Q2 		$448K Buy
14,405
+340
+2% +$10.7K 0.14% 175
2017
Q1 		$442K Sell
14,065
-59
-0.4% -$1.79K 0.17% 137
2016
Q4 		$411K Buy
14,124
+2
+0% +$59 0.2% 125
2016
Q3 		$461K Buy
+14,122
New +$467K 0.22% 111
2014
Q1 		– Sell
-5,134
Closed -$103K – 85
2013
Q4 		$103K Buy
+5,134
New +$109K 0.56% 51

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kovack Advisors's HR Position: Q1 2022 in Review

Kovack Advisors sold out of Healthcare Realty (HR) in Q1 2022, closing a stake of 13,177 shares — an estimated $440K sold.

Kovack Advisors first reported a position in HR in Q4 2013 and held it in 23 quarters. The position peaked at $468K in Q4 2017. 392 funds tracked by Wall St. Rank hold HR as of Q1 2022.

  • Kovack Advisors reported no remaining Healthcare Realty position as of Q1 2022 after selling out during the quarter.
  • Kovack Advisors sold 13,177 Healthcare Realty shares in Q1 2022, an estimated $440K.
  • Kovack Advisors first reported a position in Healthcare Realty in Q4 2013 and held it in 23 quarters.
  • Kovack Advisors's Healthcare Realty position peaked at $468K in Q4 2017.
  • 392 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2022.

Based on Kovack Advisors's 13F filing for Q1 2022, filed 16 May 2022.