York Bridge Wealth Partners, LLC Healthcare Trust Of America, Inc. Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 21, 2019	SELL	$26.69 - $29.57 $24,047 - $26,642	-901 Closed	0 $0
Q2 2019 Jul 18, 2019	SELL	$26.84 - $29.2 $4,348 - $4,730	-162 Reduced 15.24%	901 $25,000
Q1 2019 May 09, 2019	SELL	$24.73 - $28.88 $128,843 - $150,464	-5,210 Reduced 83.05%	1,063 $30,000
Q4 2018 Feb 14, 2019	SELL	$24.48 - $29.09 $5,752 - $6,836	-235 Reduced 3.61%	6,273 $159,000
Q3 2018 Nov 14, 2018	BUY	$25.95 - $28.96 $3,581 - $3,996	138 Added 2.17%	6,508 $169,000
Q2 2018 Aug 10, 2018	BUY	$24.32 - $26.96 $26,095 - $28,928	1,073 Added 20.26%	6,370 $172,000
Q1 2018 May 15, 2018	BUY	$24.85 - $29.83 $1,913 - $2,296	77 Added 1.48%	5,297 $132,000
Q4 2017 Feb 12, 2018	BUY	$29.45 - $31.61 $58,281 - $62,556	1,979 Added 61.06%	5,220 $138,000
Q3 2017 Oct 27, 2017	BUY	$29.36 - $31.78 $6,811 - $7,372	232 Added 7.71%	3,241 $97,000
Q2 2017 Aug 14, 2017	BUY	N/A	3,009	3,009 $95,000

Others Institutions Holding HTA

# of Institutions

2

Shares Held

310

Call Options Held

0

Put Options Held

0

About HEALTHCARE TRUST OF AMERICA, INC.

Ticker HTA
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 229,074,000
Market Cap $6.69B

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