PFGIA
HR

Patriot Financial Group Insurance Agency’s Healthcare Realty Trust Incorporated HR Stock Holding History

Patriot Financial Group Insurance Agency’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
-200
Closed -$5K – 2140
2022
Q2 		$5K Hold
200
– – ﹤0.01% 1522
2022
Q1 		$5K Hold
200
– – ﹤0.01% 1653
2021
Q4 		$6K Sell
200
-208
-51% -$6.67K ﹤0.01% 1683
2021
Q3 		$12K Buy
408
+2
+0.5% +$61 ﹤0.01% 1421
2021
Q2 		$12K Buy
406
+2
+0.5% +$62 ﹤0.01% 1396
2021
Q1 		$12K Buy
404
+2
+0.5% +$60 ﹤0.01% 1311
2020
Q4 		$12K Buy
402
+202
+101% +$6.07K ﹤0.01% 1171
2020
Q3 		$6K Hold
200
– – ﹤0.01% 1206
2020
Q2 		$6K Hold
200
– – ﹤0.01% 1157
2020
Q1 		$6K Hold
200
– – ﹤0.01% 1044
2019
Q4 		$7K Hold
200
– – ﹤0.01% 929
2019
Q3 		$7K Hold
200
– – ﹤0.01% 884
2019
Q2 		$6K Hold
200
– – ﹤0.01% 925
2019
Q1 		$6K Hold
200
– – ﹤0.01% 830
2018
Q4 		$6K Buy
+200
New +$5.8K ﹤0.01% 721

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

Patriot Financial Group Insurance Agency's HR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 200 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in HR in Q4 2018 and held it in 15 quarters. The position peaked at $12K in Q3 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 200 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in Healthcare Realty Trust Incorporated in Q4 2018 and held it in 15 quarters.
  • Patriot Financial Group Insurance Agency's Healthcare Realty Trust Incorporated position peaked at $12K in Q3 2021.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.