NW
HR

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

NewEdge 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
-7,538
Closed -$205K – 612
2022
Q2 		$205K Buy
+7,538
New +$211K 0.01% 525

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

NewEdge Wealth's HR Position: Q3 2022 in Review

NewEdge Wealth sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 7,538 shares — an estimated $205K sold.

NewEdge Wealth first reported a position in HR in Q2 2022 and held it in 1 quarter. The position peaked at $205K in Q2 2022. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • NewEdge Wealth reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • NewEdge Wealth sold 7,538 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $205K.
  • NewEdge Wealth first reported a position in Healthcare Realty Trust Incorporated in Q2 2022 and held it in 1 quarter.
  • NewEdge Wealth's Healthcare Realty Trust Incorporated position peaked at $205K in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on NewEdge Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.