LTFS
HR

Ladenburg Thalmann Financial Services’s Healthcare Realty Trust Incorporated HR Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$91K Buy
2,715
+143
+6% +$4.74K ﹤0.01% 3102
2019
Q3 		$85K Sell
2,572
-790
-23% -$25.9K ﹤0.01% 3056
2019
Q2 		$105K Sell
3,362
-333
-9% -$10.6K ﹤0.01% 2944
2019
Q1 		$119K Sell
3,695
-1,724
-32% -$54.1K ﹤0.01% 2781
2018
Q4 		$154K Sell
5,419
-1,196
-18% -$34.7K ﹤0.01% 2430
2018
Q3 		$193K Buy
6,615
+2,128
+47% +$63.5K ﹤0.01% 2339
2018
Q2 		$125K Hold
4,487
– – ﹤0.01% 2620
2018
Q1 		$125K Sell
4,487
-2,823
-39% -$80.6K ﹤0.01% 2620
2017
Q4 		$234K Buy
7,310
+912
+14% +$29.6K ﹤0.01% 2091
2017
Q3 		$207K Sell
6,398
-2,823
-31% -$93.3K ﹤0.01% 2084
2017
Q2 		$314K Sell
9,221
-612
-6% -$20.6K ﹤0.01% 1709
2017
Q1 		$319K Sell
9,833
-134
-1% -$4.15K ﹤0.01% 1603
2016
Q4 		$302K Sell
9,967
-515
-5% -$15.7K ﹤0.01% 1552
2016
Q3 		$357K Sell
10,482
-973
-8% -$34.2K 0.01% 1379
2016
Q2 		$402K Buy
11,455
+224
+2% +$7.11K 0.01% 1264
2016
Q1 		$346K Sell
11,231
-825
-7% -$24K 0.01% 1252
2015
Q4 		$341K Buy
12,056
+482
+4% +$12.9K 0.01% 1242
2015
Q3 		$287K Buy
11,574
+77
+0.7% +$1.83K 0.01% 1245
2015
Q2 		$267K Sell
11,497
-6
-0.1% -$150 ﹤0.01% 1406
2015
Q1 		$320K Buy
11,503
+3,685
+47% +$105K 0.01% 1282
2014
Q4 		$213K Buy
7,818
+113
+1% +$2.94K ﹤0.01% 1387
2014
Q3 		$182K Sell
7,705
-27,176
-78% -$673K 0.01% 1261
2014
Q2 		$887K Buy
34,881
+676
+2% +$16.9K 0.02% 550
2014
Q1 		$826K Sell
34,205
-4,536
-12% -$104K 0.02% 533
2013
Q4 		$826K Sell
38,741
-674
-2% -$15.3K 0.03% 516
2013
Q3 		$911K Sell
39,415
-24,959
-39% -$607K 0.03% 446
2013
Q2 		$1.64M Buy
+64,374
New +$1.8M 0.06% 261

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Ladenburg Thalmann Financial Services's HR Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Healthcare Realty Trust Incorporated (HR) stake by 5.6% in Q4 2019, buying an estimated $4.74K and bringing the position to 2,715 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #3102.

Ladenburg Thalmann Financial Services first reported a position in HR in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.64M in Q2 2013. 266 funds tracked by Wall St. Rank hold HR as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 2,715 shares of Healthcare Realty Trust Incorporated worth $91K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 143 Healthcare Realty Trust Incorporated shares in Q4 2019, an estimated $4.74K.
  • Healthcare Realty Trust Incorporated made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3102 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Healthcare Realty Trust Incorporated in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Healthcare Realty Trust Incorporated position peaked at $1.64M in Q2 2013.
  • 266 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.