Ameritas Investment Company’s Healthcare Realty HR Stock Holding History

Ameritas Investment Company’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
2021 Q3	$349K	Buy	11,766 +2,037	+21%	+$59.4K	0.02%	517
2021 Q2	$287K	Sell	9,729 -21,633	-69%	-$612K	0.01%	578
2021 Q1	$865K	Buy	31,362 +20,895	+200%	+$584K	0.07%	244
2020 Q4	$288K	Buy	10,467 +2,512	+32%	+$66.3K	0.06%	317
2020 Q3	$211K	Hold	7,955	–	–	0.07%	300
2020 Q2	$211K	Sell	7,955 -1,718	-18%	-$44K	0.06%	307
2020 Q1	$231K	Buy	9,673 +1,730	+22%	+$52.3K	0.04%	319
2019 Q4	$241K	Buy	7,943 +1,920	+32%	+$57.4K	0.05%	298
2019 Q3	$177K	Buy	+6,023	New	+$168K	0.04%	348
2019 Q2	–	Sell	-1,938	Closed	-$55K	–	492
2019 Q1	$55K	Sell	1,938 -19,813	-91%	-$551K	0.01%	420
2018 Q4	$551K	Buy	+21,751	New	+$576K	0.12%	152

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ameritas Investment Company's HR Position: Q3 2021 in Review

Ameritas Investment Company increased its Healthcare Realty (HR) stake by 21% in Q3 2021, buying an estimated $59.4K and bringing the position to 11,766 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #517.

Ameritas Investment Company first reported a position in HR in Q4 2018 and has held it in 11 quarters since. The position peaked at $865K in Q1 2021. 338 funds tracked by Wall St. Rank hold HR as of Q3 2021.

Ameritas Investment Company held 11,766 shares of Healthcare Realty worth $349K as of Q3 2021.
Ameritas Investment Company bought 2,037 Healthcare Realty shares in Q3 2021, an estimated $59.4K.
Healthcare Realty made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #517 holding.
Ameritas Investment Company first reported a position in Healthcare Realty in Q4 2018 and has held it in 11 quarters since.
Ameritas Investment Company's Healthcare Realty position peaked at $865K in Q1 2021.
338 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.