AIP
HR

Ameritas Investment Partners’s Healthcare Realty Trust Incorporated HR Stock Holding History

Ameritas Investment Partners’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
2022
Q3 		– Sell
-51,751
Closed -$1.41M – 3079
2022
Q2 		$1.41M Buy
51,751
+982
+2% +$27.4K 0.06% 395
2022
Q1 		$1.4M Hold
50,769
– – 0.05% 473
2021
Q4 		$1.61M Buy
50,769
+1,134
+2% +$36.4K 0.05% 428
2021
Q3 		$1.48M Hold
49,635
– – 0.05% 423
2021
Q2 		$1.5M Hold
49,635
– – 0.05% 432
2021
Q1 		$1.5M Buy
49,635
+713
+1% +$21.4K 0.06% 405
2020
Q4 		$1.45M Sell
48,922
-1,880
-4% -$56.5K 0.07% 382
2020
Q3 		$1.53M Hold
50,802
– – 0.07% 304
2020
Q2 		$1.49M Buy
50,802
+1,525
+3% +$45.6K 0.07% 311
2020
Q1 		$1.38M Buy
49,277
+591
+1% +$20.1K 0.08% 267
2019
Q4 		$1.63M Buy
48,686
+1,277
+3% +$42.4K 0.07% 314
2019
Q3 		$1.59M Sell
47,409
-1,063
-2% -$34.8K 0.07% 315
2019
Q2 		$1.52M Buy
48,472
+1,041
+2% +$33K 0.07% 337
2019
Q1 		$1.52M Hold
47,431
– – 0.07% 321
2018
Q4 		$1.35M Hold
47,431
– – 0.07% 320
2018
Q3 		$1.39M Hold
47,431
– – 0.06% 384
2018
Q2 		$1.38M Sell
47,431
-123
-0.3% -$3.38K 0.07% 384
2018
Q1 		$1.32M Hold
47,554
– – 0.06% 412
2017
Q4 		$1.53M Buy
47,554
+875
+2% +$28.4K 0.07% 364
2017
Q3 		$1.55M Buy
46,679
+1,691
+4% +$55.9K 0.07% 338
2017
Q2 		$1.54M Buy
44,988
+801
+2% +$27K 0.07% 339
2017
Q1 		$1.44M Sell
44,187
-706
-2% -$21.8K 0.07% 352
2016
Q4 		$1.36M Hold
44,893
– – 0.07% 374
2016
Q3 		$1.53M Buy
44,893
+18,985
+73% +$667K 0.08% 302
2016
Q2 		$907K Buy
25,908
+2,960
+13% +$93.9K 0.06% 329
2016
Q1 		$709K Buy
22,948
+15,200
+196% +$442K 0.05% 422
2015
Q4 		$219K Buy
+7,748
New +$207K 0.01% 900
2015
Q2 		– Sell
-8,606
Closed -$239K – 1256
2015
Q1 		$239K Hold
8,606
– – 0.02% 936
2014
Q4 		$235K Hold
8,606
– – 0.02% 919
2014
Q3 		$204K Hold
8,606
– – 0.01% 958
2014
Q2 		$219K Buy
8,606
+304
+4% +$7.58K 0.02% 966
2014
Q1 		$200K Buy
+8,302
New +$191K 0.02% 975

Other funds holding HR

CWM
CIBC World Markets New York $20.8B AUM
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
RIM
Redpoint Investment Management Sydney, NSW, Australia $684M AUM 13.14% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ameritas Investment Partners's HR Position: Q3 2022 in Review

Ameritas Investment Partners sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 51,751 shares — an estimated $1.41M sold.

Ameritas Investment Partners first reported a position in HR in Q1 2014 and held it in 32 quarters. The position peaked at $1.63M in Q4 2019. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Ameritas Investment Partners reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Ameritas Investment Partners sold 51,751 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $1.41M.
  • Ameritas Investment Partners first reported a position in Healthcare Realty Trust Incorporated in Q1 2014 and held it in 32 quarters.
  • Ameritas Investment Partners's Healthcare Realty Trust Incorporated position peaked at $1.63M in Q4 2019.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Ameritas Investment Partners's 13F filing for Q3 2022, filed 14 Nov 2022.