NW
HR

Naviter Wealth’s Healthcare Realty Trust Incorporated HR Stock Holding History

Naviter Wealth’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
-14,029
Closed -$382K – 200
2022
Q2 		$382K Sell
14,029
-128
-0.9% -$3.58K 0.16% 144
2022
Q1 		$389K Sell
14,157
-410
-3% -$12.1K 0.13% 76
2021
Q4 		$461K Buy
+14,567
New +$467K 0.14% 80

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

Naviter Wealth's HR Position: Q3 2022 in Review

Naviter Wealth sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 14,029 shares — an estimated $382K sold.

Naviter Wealth first reported a position in HR in Q4 2021 and held it in 3 quarters. The position peaked at $461K in Q4 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Naviter Wealth reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Naviter Wealth sold 14,029 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $382K.
  • Naviter Wealth first reported a position in Healthcare Realty Trust Incorporated in Q4 2021 and held it in 3 quarters.
  • Naviter Wealth's Healthcare Realty Trust Incorporated position peaked at $461K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Naviter Wealth's 13F filing for Q3 2022, filed 27 Oct 2022.