AIL
HR

AGF Investments LLC’s Healthcare Realty Trust Incorporated HR Stock Holding History

AGF Investments LLC’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
2020
Q1 		– Sell
-25,848
Closed -$863K – 696
2019
Q4 		$863K Buy
25,848
+11,916
+86% +$395K 0.16% 241
2019
Q3 		$467K Buy
13,932
+4,572
+49% +$150K 0.11% 252
2019
Q2 		$293K Buy
9,360
+2,400
+34% +$76.1K 0.06% 335
2019
Q1 		$223K Buy
6,960
+2,248
+48% +$70.5K 0.05% 274
2018
Q4 		$134K Buy
4,712
+2,832
+151% +$82.2K 0.02% 355
2018
Q3 		$54K Sell
1,880
-115
-6% -$3.43K 0.01% 360
2018
Q2 		$58 Buy
1,995
+461
+30% +$12.7K 0.01% 349
2018
Q1 		$42K Buy
1,534
+355
+30% +$10.1K 0.01% 307
2017
Q4 		$38K Sell
1,179
-131
-10% -$4.25K 0.01% 319
2017
Q3 		$42K Buy
1,310
+10
+0.8% +$330 0.01% 345
2017
Q2 		$45K Sell
1,300
-72
-5% -$2.42K 0.01% 318
2017
Q1 		$45K Sell
1,372
-414
-23% -$12.8K 0.01% 206
2016
Q4 		$54K Buy
+1,786
New +$54.4K 0.01% 238

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AGF Investments LLC's HR Position: Q1 2020 in Review

AGF Investments LLC sold out of Healthcare Realty Trust Incorporated (HR) in Q1 2020, closing a stake of 25,848 shares — an estimated $863K sold.

AGF Investments LLC first reported a position in HR in Q4 2016 and held it in 13 quarters. The position peaked at $863K in Q4 2019. 261 funds tracked by Wall St. Rank hold HR as of Q1 2020.

  • AGF Investments LLC reported no remaining Healthcare Realty Trust Incorporated position as of Q1 2020 after selling out during the quarter.
  • AGF Investments LLC sold 25,848 Healthcare Realty Trust Incorporated shares in Q1 2020, an estimated $863K.
  • AGF Investments LLC first reported a position in Healthcare Realty Trust Incorporated in Q4 2016 and held it in 13 quarters.
  • AGF Investments LLC's Healthcare Realty Trust Incorporated position peaked at $863K in Q4 2019.
  • 261 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q1 2020.

Based on AGF Investments LLC's 13F filing for Q1 2020, filed 8 May 2020.