PFA
HR

Peak Financial Advisors’s Healthcare Realty Trust Incorporated HR Stock Holding History

Peak Financial Advisors’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
-72,625
Closed -$1.98M – 75
2022
Q2 		$1.98M Buy
72,625
+58,566
+417% +$1.64M 1.96% 14
2022
Q1 		$386K Buy
+14,059
New +$414K 0.33% 59

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

Peak Financial Advisors's HR Position: Q3 2022 in Review

Peak Financial Advisors sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 72,625 shares — an estimated $1.98M sold.

Peak Financial Advisors first reported a position in HR in Q1 2022 and held it in 2 quarters. The position peaked at $1.98M in Q2 2022. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Peak Financial Advisors reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 72,625 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $1.98M.
  • Peak Financial Advisors first reported a position in Healthcare Realty Trust Incorporated in Q1 2022 and held it in 2 quarters.
  • Peak Financial Advisors's Healthcare Realty Trust Incorporated position peaked at $1.98M in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Peak Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.