Sound Income Strategies’s Healthcare Realty Trust Incorporated HR Stock Holding History

Sound Income Strategies’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	-213	Closed	-$6K	–	1016
2022 Q2	$6K	Hold	213	–	–	﹤0.01%	576
2022 Q1	$6K	Hold	213	–	–	﹤0.01%	583
2021 Q4	$7K	Hold	213	–	–	﹤0.01%	550
2021 Q3	$6K	Hold	213	–	–	﹤0.01%	553
2021 Q2	$6K	Hold	213	–	–	﹤0.01%	583
2021 Q1	$6.46K	Hold	213	–	–	﹤0.01%	574
2020 Q4	$6K	Hold	213	–	–	﹤0.01%	570
2020 Q3	$6K	Hold	213	–	–	﹤0.01%	531
2020 Q2	$6K	Hold	213	–	–	﹤0.01%	494
2020 Q1	$6K	Hold	213	–	–	﹤0.01%	438
2019 Q4	$7K	Hold	213	–	–	﹤0.01%	415
2019 Q3	$7K	Hold	213	–	–	﹤0.01%	390
2019 Q2	$7K	Hold	213	–	–	﹤0.01%	405
2019 Q1	$7K	Hold	213	–	–	﹤0.01%	411
2018 Q4	$6K	Hold	213	–	–	﹤0.01%	427
2018 Q3	$6K	Hold	213	–	–	﹤0.01%	441
2018 Q2	$6K	Hold	213	–	–	﹤0.01%	411
2018 Q1	$6K	Hold	213	–	–	﹤0.01%	371
2017 Q4	$6K	Buy	+213	New	+$6.92K	﹤0.01%	308

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sound Income Strategies's HR Position: Q3 2022 in Review

Sound Income Strategies sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 213 shares — an estimated $6K sold.

Sound Income Strategies first reported a position in HR in Q4 2017 and held it in 19 quarters. The position peaked at $7K in Q4 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

Sound Income Strategies reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
Sound Income Strategies sold 213 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $6K.
Sound Income Strategies first reported a position in Healthcare Realty Trust Incorporated in Q4 2017 and held it in 19 quarters.
Sound Income Strategies's Healthcare Realty Trust Incorporated position peaked at $7K in Q4 2021.
7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Sound Income Strategies's 13F filing for Q3 2022, filed 18 Oct 2022.