AG
HR

Advisor Group’s Healthcare Realty Trust Incorporated HR Stock Holding History

Advisor Group’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$43K Sell
1,319
-305
-19% -$10.1K ﹤0.01% 3518
2019
Q3 		$54K Buy
1,624
+144
+10% +$4.72K ﹤0.01% 3350
2019
Q2 		$46K Buy
1,480
+16
+1% +$507 ﹤0.01% 3436
2019
Q1 		$47K Buy
1,464
+60
+4% +$1.88K ﹤0.01% 3450
2018
Q4 		$40K Buy
1,404
+42
+3% +$1.22K ﹤0.01% 3353
2018
Q3 		$40K Buy
1,362
+41
+3% +$1.22K ﹤0.01% 3453
2018
Q2 		$38K Sell
1,321
-61
-4% -$1.68K ﹤0.01% 3313
2018
Q1 		$38K Sell
1,382
-101
-7% -$2.88K ﹤0.01% 3287
2017
Q4 		$48K Buy
1,483
+3
+0.2% +$97 ﹤0.01% 3119
2017
Q3 		$48K Buy
1,480
+149
+11% +$4.92K ﹤0.01% 2983
2017
Q2 		$45K Sell
1,331
-15
-1% -$505 ﹤0.01% 2926
2017
Q1 		$43K Sell
1,346
-114
-8% -$3.53K ﹤0.01% 2845
2016
Q4 		$44K Sell
1,460
-241
-14% -$7.34K ﹤0.01% 2719
2016
Q3 		$58K Sell
1,701
-1,747
-51% -$61.3K ﹤0.01% 2421
2016
Q2 		$120K Buy
+3,448
New +$109K ﹤0.01% 1799

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Advisor Group's HR Position: Q4 2019 in Review

Advisor Group reduced its Healthcare Realty Trust Incorporated (HR) stake by 19% in Q4 2019, selling an estimated $10.1K and leaving 1,319 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #3518.

Advisor Group first reported a position in HR in Q2 2016 and has held it in 15 quarters since. The position peaked at $120K in Q2 2016. 266 funds tracked by Wall St. Rank hold HR as of Q4 2019.

  • Advisor Group held 1,319 shares of Healthcare Realty Trust Incorporated worth $43K as of Q4 2019.
  • Advisor Group sold 305 Healthcare Realty Trust Incorporated shares in Q4 2019, an estimated $10.1K.
  • Healthcare Realty Trust Incorporated made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3518 holding.
  • Advisor Group first reported a position in Healthcare Realty Trust Incorporated in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Healthcare Realty Trust Incorporated position peaked at $120K in Q2 2016.
  • 266 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.