SeaCrest Wealth Management’s Healthcare Realty HR Stock Holding History

SeaCrest Wealth Management’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	-8,342	Closed	-$233K	–	1006
2022 Q2	$233K	Hold	8,342	–	–	0.03%	550
2022 Q1	$261K	Hold	8,342	–	–	0.03%	563
2021 Q4	$279K	Sell	8,342 -49	-0.6%	-$1.64K	0.03%	537
2021 Q3	$249K	Hold	8,391	–	–	0.03%	550
2021 Q2	$224K	Hold	8,391	–	–	0.03%	609
2021 Q1	$231K	Hold	8,391	–	–	0.03%	550
2020 Q4	$231K	Hold	8,391	–	–	0.03%	522
2020 Q3	$218K	Hold	8,391	–	–	0.03%	490
2020 Q2	$223K	Sell	8,391 -153	-2%	-$3.92K	0.04%	472
2020 Q1	$207K	Hold	8,544	–	–	0.04%	429
2019 Q4	$259K	Sell	8,544 -65	-0.8%	-$1.94K	0.04%	435
2019 Q3	$253K	Hold	8,609	–	–	0.05%	427
2019 Q2	$236K	Hold	8,609	–	–	0.05%	433
2019 Q1	$246K	Hold	8,609	–	–	0.04%	406
2018 Q4	$218K	Hold	8,609	–	–	0.04%	401
2018 Q3	$230K	Hold	8,609	–	–	0.04%	460
2018 Q2	$232K	Sell	8,609 -500	-5%	-$12.7K	0.04%	443
2018 Q1	$241K	Buy	9,109 +32	+0.4%	+$852	0.04%	426
2017 Q4	$273K	Buy	+9,077	New	+$275K	0.05%	400

Other funds holding HR

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAMU

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

SeaCrest Wealth Management's HR Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Healthcare Realty (HR) in Q3 2022, closing a stake of 8,342 shares — an estimated $233K sold.

SeaCrest Wealth Management first reported a position in HR in Q4 2017 and held it in 19 quarters. The position peaked at $279K in Q4 2021. 393 funds tracked by Wall St. Rank hold HR as of Q3 2022.

SeaCrest Wealth Management reported no remaining Healthcare Realty position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 8,342 Healthcare Realty shares in Q3 2022, an estimated $233K.
SeaCrest Wealth Management first reported a position in Healthcare Realty in Q4 2017 and held it in 19 quarters.
SeaCrest Wealth Management's Healthcare Realty position peaked at $279K in Q4 2021.
393 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.