Reilly Financial Advisors’s Healthcare Realty Trust Incorporated 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	$6K	Hold	200	–	–	﹤0.01%	819
2021 Q3	$6K	Hold	200	–	–	﹤0.01%	735
2021 Q2	$6K	Hold	200	–	–	﹤0.01%	780
2021 Q1	$6K	Hold	200	–	–	﹤0.01%	778
2020 Q4	$6K	Hold	200	–	–	﹤0.01%	701
2020 Q3	$6K	Hold	200	–	–	﹤0.01%	660
2020 Q2	$6K	Hold	200	–	–	﹤0.01%	688
2020 Q1	$6K	Hold	200	–	–	﹤0.01%	667
2019 Q4	$7K	Hold	200	–	–	﹤0.01%	701
2019 Q3	$7K	Hold	200	–	–	﹤0.01%	706
2019 Q2	$6K	Hold	200	–	–	﹤0.01%	766
2019 Q1	$6K	Hold	200	–	–	﹤0.01%	780
2018 Q4	$6K	Hold	200	–	–	﹤0.01%	743
2018 Q3	$6K	Hold	200	–	–	﹤0.01%	815
2018 Q2	$6K	Hold	200	–	–	﹤0.01%	792
2018 Q1	$6K	Hold	200	–	–	﹤0.01%	761
2017 Q4	$6K	Hold	200	–	–	﹤0.01%	763
2017 Q3	$6K	Hold	200	–	–	﹤0.01%	739
2017 Q2	$7K	Buy	+200	New	+$6.73K	﹤0.01%	734

Other funds holding HR

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Reilly Financial Advisors held its Healthcare Realty Trust Incorporated (HR) position steady in Q4 2021 at 200 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Reilly Financial Advisors first reported a position in HR in Q2 2017 and has held it in 19 quarters since. The position peaked at $7K in Q4 2019. 300 funds tracked by Wall St. Rank hold HR as of Q4 2021.

Reilly Financial Advisors held 200 shares of Healthcare Realty Trust Incorporated worth $6K as of Q4 2021.
Reilly Financial Advisors left its Healthcare Realty Trust Incorporated share count unchanged in Q4 2021.
Healthcare Realty Trust Incorporated made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #819 holding.
Reilly Financial Advisors first reported a position in Healthcare Realty Trust Incorporated in Q2 2017 and has held it in 19 quarters since.
Reilly Financial Advisors's Healthcare Realty Trust Incorporated position peaked at $7K in Q4 2019.
300 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2021.

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