United Capital Financial Advisors’s Healthcare Realty HR Stock Holding History

United Capital Financial 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
2026 Q1	$211K	Buy	+12,424	New	+$218K	﹤0.01%	1536
2023 Q2	–	Sell	-13,994	Closed	-$270K	–	933
2023 Q1	$270K	Sell	13,994 -293	-2%	-$5.9K	﹤0.01%	850
2022 Q4	$275K	Sell	14,287 -1,999	-12%	-$39.3K	﹤0.01%	902
2022 Q3	$340K	Buy	+16,286	New	+$414K	﹤0.01%	868
2021 Q4	–	Sell	-7,563	Closed	-$224K	–	1224
2021 Q3	$224K	Sell	7,563 -22,161	-75%	-$646K	﹤0.01%	1104
2021 Q2	$794K	Buy	29,724 +4,460	+18%	+$126K	﹤0.01%	755
2021 Q1	$697K	Sell	25,264 -5,525	-18%	-$154K	﹤0.01%	756
2020 Q4	$848K	Sell	30,789 -5,227	-15%	-$138K	0.01%	717
2020 Q3	$936K	Sell	36,016 -1,361	-4%	-$35.7K	0.01%	682
2020 Q2	$991K	Sell	37,377 -4,378	-10%	-$112K	0.01%	668
2020 Q1	$1.01M	Buy	41,755 +1,124	+3%	+$34K	0.01%	629
2019 Q4	$1.23M	Sell	40,631 -2,069	-5%	-$61.8K	0.01%	710
2019 Q3	$1.25M	Sell	42,700 -2,356	-5%	-$65.8K	0.01%	681
2019 Q2	$1.24M	Buy	45,056 +644	+1%	+$18.1K	0.01%	746
2019 Q1	$1.27M	Buy	44,412 +2,229	+5%	+$62K	0.01%	711
2018 Q4	$1.07M	Sell	42,183 -14,745	-26%	-$391K	0.01%	698
2018 Q3	$1.52M	Sell	56,928 -11,472	-17%	-$316K	0.01%	668
2018 Q2	$1.84M	Sell	68,400 -14,157	-17%	-$360K	0.01%	611
2018 Q1	$2.18M	Sell	82,557 -3,621	-4%	-$96.4K	0.02%	566
2017 Q4	$2.59M	Buy	86,178 +5,642	+7%	+$171K	0.02%	532
2017 Q3	$2.4M	Sell	80,536 -5,108	-6%	-$155K	0.02%	535
2017 Q2	$2.66M	Buy	85,644 +51,205	+149%	+$1.61M	0.02%	510
2017 Q1	$1.08M	Buy	34,439 +4,862	+16%	+$148K	0.01%	722
2016 Q4	$861K	Sell	29,577 -21,830	-42%	-$642K	0.01%	788
2016 Q3	$1.68M	Sell	51,407 -21,193	-29%	-$701K	0.02%	633
2016 Q2	$2.32M	Sell	72,600 -18,790	-21%	-$566K	0.02%	526
2016 Q1	$2.69M	Sell	91,390 -4,258	-4%	-$118K	0.03%	466
2015 Q4	$2.58M	Sell	95,648 -15,901	-14%	-$410K	0.03%	497
2015 Q3	$2.73M	Buy	111,549 +4,684	+4%	+$116K	0.03%	461
2015 Q2	$2.56M	Sell	106,865 -2,631	-2%	-$67.3K	0.03%	527
2015 Q1	$2.83M	Buy	109,496 +14,435	+15%	+$406K	0.03%	475
2014 Q4	$2.56M	Buy	95,061 +2,672	+3%	+$67.6K	0.04%	407
2014 Q3	$2.14M	Buy	92,389 +929	+1%	+$22.5K	0.04%	425
2014 Q2	$2.2M	Buy	91,460 +16,511	+22%	+$393K	0.04%	397
2014 Q1	$1.71M	Buy	74,949 +14,762	+25%	+$322K	0.04%	381
2013 Q4	$1.18M	Buy	60,187 +6,884	+13%	+$146K	0.04%	311
2013 Q3	$1.12M	Buy	53,303 +2,505	+5%	+$54.1K	0.04%	326
2013 Q2	$1.14M	Buy	+50,798	New	+$1.22M	0.03%	386