TWA
HR

TCI Wealth Advisors’s Healthcare Realty Trust Incorporated HR Stock Holding History

TCI Wealth 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
2022
Q3 		– Sell
-283
Closed -$8K – 2738
2022
Q2 		$8K Buy
283
+145
+105% +$4.05K ﹤0.01% 1205
2022
Q1 		$4K Sell
138
-302
-69% -$8.9K ﹤0.01% 1849
2021
Q4 		$14K Buy
440
+161
+58% +$5.16K ﹤0.01% 949
2021
Q3 		$8K Hold
279
– – ﹤0.01% 1320
2021
Q2 		$8K Buy
279
+168
+151% +$5.23K ﹤0.01% 1169
2021
Q1 		$3K Buy
+111
New +$3.34K ﹤0.01% 1639

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

TCI Wealth Advisors's HR Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 283 shares — an estimated $8K sold.

TCI Wealth Advisors first reported a position in HR in Q1 2021 and held it in 6 quarters. The position peaked at $14K in Q4 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • TCI Wealth Advisors reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 283 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $8K.
  • TCI Wealth Advisors first reported a position in Healthcare Realty Trust Incorporated in Q1 2021 and held it in 6 quarters.
  • TCI Wealth Advisors's Healthcare Realty Trust Incorporated position peaked at $14K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.