Stifel Financial
HR

Stifel Financial’s Healthcare Realty Trust Incorporated HR Stock Holding History

Stifel Financial’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
-30,555
Closed -$831K – 3446
2022
Q2 		$831K Sell
30,555
-49,231
-62% -$1.38M ﹤0.01% 2138
2022
Q1 		$2.19M Buy
79,786
+54,399
+214% +$1.6M ﹤0.01% 1551
2021
Q4 		$803K Sell
25,387
-752
-3% -$24.1K ﹤0.01% 2284
2021
Q3 		$778K Sell
26,139
-2,274
-8% -$69.7K ﹤0.01% 2282
2021
Q2 		$858K Buy
28,413
+6,325
+29% +$197K ﹤0.01% 2216
2021
Q1 		$669K Sell
22,088
-846
-4% -$25.4K ﹤0.01% 2291
2020
Q4 		$678K Sell
22,934
-3,236
-12% -$97.3K ﹤0.01% 2127
2020
Q3 		$788K Buy
+26,170
New +$753K ﹤0.01% 1797
2019
Q4 		– Sell
-6,053
Closed -$201K – 3164
2019
Q3 		$201K Sell
6,053
-1,285
-18% -$42.1K ﹤0.01% 2657
2019
Q2 		$230K Sell
7,338
-308
-4% -$9.76K ﹤0.01% 2642
2019
Q1 		$245K Buy
+7,646
New +$240K ﹤0.01% 2485
2018
Q3 		– Sell
-8,180
Closed -$239K – 2897
2018
Q2 		$239K Buy
8,180
+344
+4% +$9.46K ﹤0.01% 2442
2018
Q1 		$218K Sell
7,836
-1,000
-11% -$28.6K ﹤0.01% 2429
2017
Q4 		$282K Sell
8,836
-2,950
-25% -$95.8K ﹤0.01% 2241
2017
Q3 		$380K Sell
11,786
-37
-0.3% -$1.22K ﹤0.01% 2047
2017
Q2 		$404K Buy
11,823
+2,175
+23% +$73.2K ﹤0.01% 1984
2017
Q1 		$314K Buy
9,648
+100
+1% +$3.09K ﹤0.01% 2068
2016
Q4 		$289K Buy
9,548
+500
+6% +$15.2K ﹤0.01% 2060
2016
Q3 		$309K Sell
9,048
-812
-8% -$28.5K ﹤0.01% 1976
2016
Q2 		$345K Buy
9,860
+2,913
+42% +$92.4K ﹤0.01% 1971
2016
Q1 		$214K Buy
+6,947
New +$202K ﹤0.01% 1978

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

Stifel Financial's HR Position: Q3 2022 in Review

Stifel Financial sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 30,555 shares — an estimated $831K sold.

Stifel Financial first reported a position in HR in Q1 2016 and held it in 21 quarters. The position peaked at $2.19M in Q1 2022. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Stifel Financial reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Stifel Financial sold 30,555 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $831K.
  • Stifel Financial first reported a position in Healthcare Realty Trust Incorporated in Q1 2016 and held it in 21 quarters.
  • Stifel Financial's Healthcare Realty Trust Incorporated position peaked at $2.19M in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Stifel Financial's 13F filing for Q3 2022, filed 14 Nov 2022.