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Key Financial Inc

SEC CIK
0001801720
Latest filing
Jul 24, 2026

HR holding history

Healthcare Realty Trust Inc in every 13F filed by Key Financial Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HR overviewAll 13F holders of HRFull Q2 2026 holdings

Shares (Q2 2026)
200
Value
$4.03K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of HR by Key Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026200$4.03K<0.1%00.0%UnchangedHolders
Q1 2026200$3.40K<0.1%00.0%UnchangedHolders
Q4 2025200$3.39K<0.1%00.0%UnchangedHolders
Q3 2025200$3.67K<0.1%00.0%UnchangedHolders
Q2 2025200$3.17K<0.1%+200NewHolders
Q3 20220$00.0%−200−100.0%Sold outHolders
Q2 2022200$6.00K<0.1%00.0%UnchangedHolders
Q1 2022200$5.00K<0.1%00.0%UnchangedHolders
Q4 2021200$6.00K<0.1%00.0%UnchangedHolders
Q3 2021200$6.00K<0.1%00.0%UnchangedHolders
Q2 2021200$6.00K<0.1%00.0%UnchangedHolders
Q1 2021200$6.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.