Sound Income Strategies, 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
Sound Income Strategies, LLC ownership history of HEALTHCARE RLTY TR
ValueSharesWeighting
Q2 2022$6,0000.0%2130.0%0.00%0.0%
Q1 2022$6,000
-14.3%
2130.0%0.00%0.0%
Q4 2021$7,000
+16.7%
2130.0%0.00%0.0%
Q3 2021$6,0000.0%2130.0%0.00%0.0%
Q2 2021$6,000
-99.9%
2130.0%0.00%0.0%
Q1 2021$6,458,000
+107533.3%
2130.0%0.00%0.0%
Q4 2020$6,0000.0%2130.0%0.00%
-50.0%
Q3 2020$6,0000.0%2130.0%0.00%0.0%
Q2 2020$6,0000.0%2130.0%0.00%0.0%
Q1 2020$6,000
-14.3%
2130.0%0.00%
+100.0%
Q4 2019$7,0000.0%2130.0%0.00%
-50.0%
Q3 2019$7,0000.0%2130.0%0.00%0.0%
Q2 2019$7,0000.0%2130.0%0.00%
-33.3%
Q1 2019$7,000
+16.7%
2130.0%0.00%0.0%
Q4 2018$6,0000.0%2130.0%0.00%0.0%
Q3 2018$6,0000.0%2130.0%0.00%0.0%
Q2 2018$6,0000.0%2130.0%0.00%
-25.0%
Q1 2018$6,0000.0%2130.0%0.00%0.0%
Q4 2017$6,0002130.00%
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