WOSD
HR

WFA of San Diego’s Healthcare Realty Trust Incorporated HR Stock Holding History

WFA of San Diego’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
-200
Closed -$5K – 430
2022
Q2 		$5K Buy
+200
New +$5.59K ﹤0.01% 328

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

WFA of San Diego's HR Position: Q3 2022 in Review

WFA of San Diego sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 200 shares — an estimated $5K sold.

WFA of San Diego first reported a position in HR in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • WFA of San Diego reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • WFA of San Diego sold 200 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $5K.
  • WFA of San Diego first reported a position in Healthcare Realty Trust Incorporated in Q2 2022 and held it in 1 quarter.
  • WFA of San Diego's Healthcare Realty Trust Incorporated position peaked at $5K in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on WFA of San Diego's 13F filing for Q3 2022, filed 18 Oct 2022.