Heritage Wealth Advisors - HEALTHCARE RLTY TR ownership

HEALTHCARE RLTY TR's ticker is HR and the CUSIP is 421946104. A total of 283 filers reported holding HEALTHCARE RLTY TR in Q2 2020. The put-call ratio across all filers is 1.27 and the average weighting 0.1%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of HEALTHCARE RLTY TR
ValueSharesWeighting
Q2 2022$12,0000.0%4500.0%0.00%0.0%
Q1 2022$12,000
-14.3%
4500.0%0.00%0.0%
Q4 2021$14,000
-99.9%
4500.0%0.00%0.0%
Q3 2021$13,401,000
-1.4%
4500.0%0.00%0.0%
Q2 2021$13,590,000
-0.4%
4500.0%0.00%0.0%
Q1 2021$13,644,000
+90860.0%
450
-9.3%
0.00%0.0%
Q4 2020$15,000
-99.9%
496
+10.2%
0.00%
-50.0%
Q3 2020$13,554,000
+2.7%
450
-52.7%
0.00%0.0%
Q2 2020$13,194,000
+5.0%
952
+111.6%
0.00%0.0%
Q1 2020$12,569,000
-16.3%
4500.0%0.00%0.0%
Q4 2019$15,017,000
+100013.3%
4500.0%0.00%0.0%
Q3 2019$15,000
-99.9%
4500.0%0.00%0.0%
Q2 2019$14,094,000
-2.5%
4500.0%0.00%0.0%
Q1 2019$14,450,000
+120316.7%
4500.0%0.00%0.0%
Q4 2018$12,000
-7.7%
4500.0%0.00%
-33.3%
Q3 2018$13,0004500.00%
Other shareholders
HEALTHCARE RLTY TR shareholders Q2 2020
NameSharesValueWeighting ↓
Marble Harbor Investment Counsel, LLC 375,854$12,215,0002.67%
Channing Capital Management, LLC 1,872,903$60,869,0002.22%
American Assets Capital Advisers, LLC 120,000$3,878,0002.22%
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 4,457,320$144,863,0001.43%
INVESTMENT COUNSELORS OF MARYLAND LLC 624,628$20,300,0001.06%
Armor Investment Advisors, LLC 31,858$1,035,0001.03%
RMR Advisors LLC 50,897$1,654,0000.75%
CHARTWELL INVESTMENT PARTNERS, LLC 592,743$19,264,0000.70%
PGGM Investments 2,773,000$90,122,0000.47%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 1,014,104$32,958,0000.47%
View complete list of HEALTHCARE RLTY TR shareholders