LWAM
HR

Legacy Wealth Asset Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

Legacy Wealth 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
-9,068
Closed -$247K – 382
2022
Q2 		$247K Sell
9,068
-30
-0.3% -$838 0.1% 260
2022
Q1 		$250K Buy
9,098
+420
+5% +$12.4K 0.09% 268
2021
Q4 		$275K Buy
8,678
+153
+2% +$4.91K 0.09% 269
2021
Q3 		$254K Sell
8,525
-56
-0.7% -$1.72K 0.12% 260
2021
Q2 		$259K Buy
8,581
+94
+1% +$2.93K 0.12% 266
2021
Q1 		$257K Sell
8,487
-164
-2% -$4.93K 0.12% 259
2020
Q4 		$256K Buy
+8,651
New +$260K 0.13% 254

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

Legacy Wealth Asset Management's HR Position: Q3 2022 in Review

Legacy Wealth Asset Management sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 9,068 shares — an estimated $247K sold.

Legacy Wealth Asset Management first reported a position in HR in Q4 2020 and held it in 7 quarters. The position peaked at $275K in Q4 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Legacy Wealth Asset Management reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 9,068 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $247K.
  • Legacy Wealth Asset Management first reported a position in Healthcare Realty Trust Incorporated in Q4 2020 and held it in 7 quarters.
  • Legacy Wealth Asset Management's Healthcare Realty Trust Incorporated position peaked at $275K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2022, filed 14 Oct 2022.