RJFSA
HR

Raymond James Financial Services Advisors’s Healthcare Realty Trust Incorporated HR Stock Holding History

Raymond James Financial Services 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
-12,501
Closed -$340K – 3457
2022
Q2 		$340K Sell
12,501
-1,237
-9% -$34.6K ﹤0.01% 2504
2022
Q1 		$378K Sell
13,738
-727
-5% -$21.4K ﹤0.01% 2544
2021
Q4 		$458K Sell
14,465
-322
-2% -$10.3K ﹤0.01% 2434
2021
Q3 		$440K Sell
14,787
-48,316
-77% -$1.48M ﹤0.01% 2452
2021
Q2 		$1.91M Buy
63,103
+25,086
+66% +$781K ﹤0.01% 1496
2021
Q1 		$1.15M Sell
38,017
-4,386
-10% -$132K ﹤0.01% 1750
2020
Q4 		$1.25M Buy
42,403
+7,550
+22% +$227K ﹤0.01% 1564
2020
Q3 		$1.05M Buy
+34,853
New +$1M ﹤0.01% 1526
2020
Q2 		– Sell
-8,018
Closed -$224K – 2958
2020
Q1 		$224K Buy
8,018
+1,765
+28% +$59.9K ﹤0.01% 2011
2019
Q4 		$209K Buy
+6,253
New +$207K ﹤0.01% 2551
2019
Q1 		– Sell
-19,060
Closed -$542K – 2931
2018
Q4 		$542K Sell
19,060
-136
-0.7% -$3.95K ﹤0.01% 1617
2018
Q3 		$562K Buy
19,196
+770
+4% +$23K ﹤0.01% 1824
2018
Q2 		$536K Buy
18,426
+47
+0.3% +$1.29K ﹤0.01% 1826
2018
Q1 		$509K Buy
18,379
+3,542
+24% +$101K ﹤0.01% 1708
2017
Q4 		$477K Buy
14,837
+2,364
+19% +$76.7K ﹤0.01% 1734
2017
Q3 		$403K Buy
12,473
+1,665
+15% +$55K ﹤0.01% 1840
2017
Q2 		$369K Buy
10,808
+2,317
+27% +$78K ﹤0.01% 1865
2017
Q1 		$276K Buy
8,491
+5
+0.1% +$155 ﹤0.01% 1948
2016
Q4 		$257K Buy
8,486
+107
+1% +$3.26K ﹤0.01% 1892
2016
Q3 		$285K Buy
8,379
+2,205
+36% +$77.4K ﹤0.01% 1821
2016
Q2 		$216K Buy
+6,174
New +$196K ﹤0.01% 1929

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

Raymond James Financial Services Advisors's HR Position: Q3 2022 in Review

Raymond James Financial Services Advisors sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 12,501 shares — an estimated $340K sold.

Raymond James Financial Services Advisors first reported a position in HR in Q2 2016 and held it in 21 quarters. The position peaked at $1.91M in Q2 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Raymond James Financial Services Advisors reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 12,501 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $340K.
  • Raymond James Financial Services Advisors first reported a position in Healthcare Realty Trust Incorporated in Q2 2016 and held it in 21 quarters.
  • Raymond James Financial Services Advisors's Healthcare Realty Trust Incorporated position peaked at $1.91M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.