LPL Financial
HR

LPL Financial’s Healthcare Realty Trust Incorporated HR Stock Holding History

LPL Financial’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
-15,476
Closed -$421K – 4599
2022
Q2 		$421K Buy
15,476
+2,282
+17% +$63.8K ﹤0.01% 3352
2022
Q1 		$363K Sell
13,194
-11,214
-46% -$331K ﹤0.01% 3431
2021
Q4 		$772K Buy
24,408
+2,912
+14% +$93.4K ﹤0.01% 2885
2021
Q3 		$640K Buy
21,496
+2,788
+15% +$85.4K ﹤0.01% 3002
2021
Q2 		$565K Buy
18,708
+5,941
+47% +$185K ﹤0.01% 3057
2021
Q1 		$387K Buy
12,767
+4,082
+47% +$123K ﹤0.01% 3258
2020
Q4 		$257K Buy
+8,685
New +$261K ﹤0.01% 3333

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

LPL Financial's HR Position: Q3 2022 in Review

LPL Financial sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 15,476 shares — an estimated $421K sold.

LPL Financial first reported a position in HR in Q4 2020 and held it in 7 quarters. The position peaked at $772K in Q4 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • LPL Financial reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • LPL Financial sold 15,476 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $421K.
  • LPL Financial first reported a position in Healthcare Realty Trust Incorporated in Q4 2020 and held it in 7 quarters.
  • LPL Financial's Healthcare Realty Trust Incorporated position peaked at $772K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on LPL Financial's 13F filing for Q3 2022, filed 14 Nov 2022.