Steward Partners Investment Advisory’s Healthcare Realty Trust Incorporated HR Stock Holding History

Steward Partners Investment Advisory’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	-1,685	Closed	-$46K	–	3510
2022 Q2	$46K	Hold	1,685	–	–	﹤0.01%	1851
2022 Q1	$46K	Sell	1,685 -335	-17%	-$9.88K	﹤0.01%	1966
2021 Q4	$64K	Hold	2,020	–	–	﹤0.01%	1788
2021 Q3	$60K	Sell	2,020 -475	-19%	-$14.6K	﹤0.01%	1801
2021 Q2	$75K	Hold	2,495	–	–	﹤0.01%	2645
2021 Q1	$75.6K	Hold	2,495	–	–	﹤0.01%	1773
2020 Q4	$74K	Buy	2,495 +995	+66%	+$29.9K	﹤0.01%	1491
2020 Q3	$45K	Hold	1,500	–	–	﹤0.01%	1550
2020 Q2	$44K	Hold	1,500	–	–	﹤0.01%	1472
2020 Q1	$41K	Hold	1,500	–	–	﹤0.01%	1348
2019 Q4	$50K	Hold	1,500	–	–	﹤0.01%	1397
2019 Q3	$50K	Hold	1,500	–	–	﹤0.01%	1357
2019 Q2	$46K	Buy	+1,500	New	+$47.5K	﹤0.01%	1372
2018 Q4	–	Sell	-1,500	Closed	-$44K	–	2649
2018 Q3	$44K	Hold	1,500	–	–	﹤0.01%	1254
2018 Q2	$44K	Hold	1,500	–	–	﹤0.01%	1155
2018 Q1	$41K	Buy	+1,500	New	+$42.8K	﹤0.01%	1073

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

Steward Partners Investment Advisory's HR Position: Q3 2022 in Review

Steward Partners Investment Advisory sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 1,685 shares — an estimated $46K sold.

Steward Partners Investment Advisory first reported a position in HR in Q1 2018 and held it in 16 quarters. The position peaked at $75.6K in Q1 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

Steward Partners Investment Advisory reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,685 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $46K.
Steward Partners Investment Advisory first reported a position in Healthcare Realty Trust Incorporated in Q1 2018 and held it in 16 quarters.
Steward Partners Investment Advisory's Healthcare Realty Trust Incorporated position peaked at $75.6K in Q1 2021.
7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2022, filed 10 Nov 2022.