INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - HEALTHCARE RLTY TR ownership

HEALTHCARE RLTY TR's ticker is HR and the CUSIP is 421946104. A total of 7 filers reported holding HEALTHCARE RLTY TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of HEALTHCARE RLTY TR
ValueSharesWeighting
Q2 2022$2,0000.0%630.0%0.00%
Q1 2022$2,000
-60.0%
63
-57.4%
0.00%
-100.0%
Q4 2021$5,000
+150.0%
148
+100.0%
0.00%
Q3 2021$2,0000.0%740.0%0.00%
Q2 2021$2,0000.0%740.0%0.00%
Q1 2021$2,0000.0%740.0%0.00%
Q4 2020$2,0000.0%74
-5.1%
0.00%
Q1 2020$2,000
-33.3%
780.0%0.00%
-100.0%
Q4 2019$3,0000.0%780.0%0.00%0.0%
Q3 2019$3,000780.00%
Other shareholders
HEALTHCARE RLTY TR shareholders Q3 2022
NameSharesValueWeighting ↓
Monashee Investment Management LLC 100,000$3,499,0005.51%
Marble Harbor Investment Counsel, LLC 375,854$13,151,0003.19%
InvenTrust Properties Corp. 143,500$5,021,0002.65%
Channing Capital Management, LLC 1,560,840$54,614,0002.29%
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 6,205,773$217,140,0001.70%
HEITMAN REAL ESTATE SECURITIES LLC 815,620$28,539,0001.55%
Shinko Asset Management Co., Ltd. 4,723,225$165,266,0001.16%
Taylor Frigon Capital Management LLC 26,927$942,0000.98%
INVESTMENT COUNSELORS OF MARYLAND LLC 492,833$17,244,0000.94%
CEDAR CAPITAL, LLC 81,182$2,841,0000.93%
View complete list of HEALTHCARE RLTY TR shareholders