Reilly Financial Advisors’s Healthcare Realty HR Stock Holding History

Reilly 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
2021 Q4	$37K	Buy	+1,100	New	+$36.7K	﹤0.01%	453
2021 Q3	–	Sell	-1,100	Closed	-$29K	–	975
2021 Q2	$29K	Hold	1,100	–	–	﹤0.01%	468
2021 Q1	$30K	Hold	1,100	–	–	﹤0.01%	454
2020 Q4	$30K	Buy	+1,100	New	+$29K	﹤0.01%	410
2014 Q4	–	Sell	-1,000	Closed	-$23K	–	838
2014 Q3	$23K	Hold	1,000	–	–	0.01%	371
2014 Q2	$24K	Hold	1,000	–	–	0.01%	379
2014 Q1	$23K	Buy	+1,000	New	+$21.8K	0.01%	406

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Reilly Financial Advisors's HR Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Healthcare Realty (HR) in Q4 2021: 1,100 shares worth $37K. The stake represents ﹤0.01% of the portfolio and ranks #453 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in HR as recently as Q2 2021.

Reilly Financial Advisors first reported a position in HR in Q1 2014 and has held it in 7 quarters since. 387 funds tracked by Wall St. Rank hold HR as of Q4 2021.

Reilly Financial Advisors held 1,100 shares of Healthcare Realty worth $37K as of Q4 2021.
Healthcare Realty was a new Reilly Financial Advisors position in Q4 2021.
Healthcare Realty made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #453 holding.
Reilly Financial Advisors first reported a position in Healthcare Realty in Q1 2014 and has held it in 7 quarters since.
387 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.