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Naviter Wealth, LLC

SEC CIK
0001855567
Latest filing
Aug 7, 2026

HR holding history

Healthcare Realty Trust Inc in every 13F filed by Naviter Wealth, LLC, 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2021
Holdings of HR by Naviter Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−10,211−100.0%Sold outHolders
Q3 202410,211$185.3K<0.1%−1,700−14.3%ReducedHolders
Q2 202411,911$196.3K<0.1%00.0%UnchangedHolders
Q1 202411,911$168.5K<0.1%00.0%UnchangedHolders
Q4 202311,911$205.2K<0.1%+11,911NewHolders
Q3 20220$00.0%−14,029−100.0%Sold outHolders
Q2 202214,029$382.0K0.2%−128−0.9%ReducedHolders
Q1 202214,157$389.0K0.1%−410−2.8%ReducedHolders
Q4 202114,567$461.0K0.1%–No prior filingHolders