Steward Partners Investment Advisory, LLC - HEALTHCARE RLTY TR ownership

HEALTHCARE RLTY TR's ticker is HR and the CUSIP is 421946104. A total of 3 filers reported holding HEALTHCARE RLTY TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of HEALTHCARE RLTY TR
ValueSharesWeighting
Q2 2022$46,0000.0%1,6850.0%0.00%0.0%
Q1 2022$46,000
-28.1%
1,685
-16.6%
0.00%0.0%
Q4 2021$64,000
+6.7%
2,0200.0%0.00%0.0%
Q3 2021$60,000
-20.0%
2,020
-19.0%
0.00%0.0%
Q2 2021$75,000
-100.0%
2,495
-50.0%
0.00%0.0%
Q1 2021$151,296,000
+204354.1%
4,990
+100.0%
0.00%
-50.0%
Q4 2020$74,000
+64.4%
2,495
+66.3%
0.00%
+100.0%
Q3 2020$45,000
+2.3%
1,5000.0%0.00%0.0%
Q2 2020$44,000
+7.3%
1,5000.0%0.00%
-50.0%
Q1 2020$41,000
-18.0%
1,5000.0%0.00%
+100.0%
Q4 2019$50,0000.0%1,5000.0%0.00%
-50.0%
Q3 2019$50,000
+8.7%
1,5000.0%0.00%0.0%
Q2 2019$46,000
+4.5%
1,5000.0%0.00%0.0%
Q3 2018$44,0000.0%1,5000.0%0.00%
-33.3%
Q2 2018$44,000
+7.3%
1,5000.0%0.00%0.0%
Q1 2018$41,0001,5000.00%
Other shareholders
HEALTHCARE RLTY TR shareholders Q3 2023
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