AIM
HR

Anchor Investment Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

Anchor Investment Management’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
-2,900
Closed -$78.9K – 1013
2022
Q2 		$78.9K Hold
2,900
– – 0.01% 478
2022
Q1 		$79.7K Hold
2,900
– – 0.01% 495
2021
Q4 		$91.8K Sell
2,900
-103
-3% -$3.3K 0.01% 497
2021
Q3 		$89.4K Buy
3,003
+1
+0% +$31 0.01% 461
2021
Q2 		$90.7K Buy
3,002
+1
+0% +$31 0.01% 470
2021
Q1 		$91K Buy
+3,001
New +$90.3K 0.01% 446

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

Anchor Investment Management's HR Position: Q3 2022 in Review

Anchor Investment Management sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 2,900 shares — an estimated $78.9K sold.

Anchor Investment Management first reported a position in HR in Q1 2021 and held it in 6 quarters. The position peaked at $91.8K in Q4 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Anchor Investment Management reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Anchor Investment Management sold 2,900 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $78.9K.
  • Anchor Investment Management first reported a position in Healthcare Realty Trust Incorporated in Q1 2021 and held it in 6 quarters.
  • Anchor Investment Management's Healthcare Realty Trust Incorporated position peaked at $91.8K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Anchor Investment Management's 13F filing for Q3 2022, filed 2 Jan 2024.