BerganKDV Wealth Management, LLC - HEALTHCARE RLTY TR ownership

HEALTHCARE RLTY TR's ticker is HR and the CUSIP is 421946104. A total of 293 filers reported holding HEALTHCARE RLTY TR in Q1 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.1%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of HEALTHCARE RLTY TR
ValueSharesWeighting
Q2 2022$2,0000.0%630.0%0.00%
Q1 2022$2,0000.0%630.0%0.00%
Q4 2021$2,0000.0%630.0%0.00%
Q3 2021$2,0000.0%630.0%0.00%
Q2 2021$2,0000.0%630.0%0.00%
Q1 2021$2,0000.0%630.0%0.00%
Q4 2020$2,000
-86.7%
63
-86.9%
0.00%
-100.0%
Q3 2020$15,000
+7.1%
482
+1.0%
0.00%0.0%
Q2 2020$14,000
+7.7%
477
+1.1%
0.00%
-33.3%
Q1 2020$13,000
-18.8%
472
+0.9%
0.00%0.0%
Q4 2019$16,0000.0%468
+0.9%
0.00%0.0%
Q3 2019$16,000
+14.3%
464
+0.9%
0.00%0.0%
Q2 2019$14,000
-6.7%
460
+0.9%
0.00%0.0%
Q1 2019$15,000
+15.4%
456
+1.1%
0.00%0.0%
Q4 2018$13,0000.0%451
+0.9%
0.00%0.0%
Q3 2018$13,0000.0%447
+0.9%
0.00%0.0%
Q2 2018$13,0004430.00%
Other shareholders
HEALTHCARE RLTY TR shareholders Q1 2021
NameSharesValueWeighting ↓
Marble Harbor Investment Counsel, LLC 377,754$11,454,0002.58%
InvenTrust Properties Corp. 143,500$4,351,0002.40%
American Assets Capital Advisers, LLC 120,000$3,638,0002.39%
Channing Capital Management, LLC 1,499,222$45,456,0001.61%
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 4,580,595$138,884,0001.28%
INVESTMENT COUNSELORS OF MARYLAND LLC 627,828$19,036,0001.01%
Armor Investment Advisors, LLC 31,858$966,0001.00%
RMR Advisors LLC 50,897$1,543,0000.78%
CHARTWELL INVESTMENT PARTNERS, LLC 584,568$17,724,0000.60%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 1,253,016$37,991,0000.55%
View complete list of HEALTHCARE RLTY TR shareholders