AG
HR

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

Aperio 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
2020
Q4 		$1.16M Buy
39,294
+2,513
+7% +$75.5K ﹤0.01% 1514
2020
Q3 		$1.11M Sell
36,781
-2,546
-6% -$73.3K ﹤0.01% 1390
2020
Q2 		$1.15M Sell
39,327
-21,329
-35% -$638K ﹤0.01% 1349
2020
Q1 		$1.69M Sell
60,656
-1,694
-3% -$57.5K 0.01% 1088
2019
Q4 		$2.08M Buy
62,350
+5,755
+10% +$191K 0.01% 1076
2019
Q3 		$1.9M Buy
56,595
+7,951
+16% +$260K 0.01% 1083
2019
Q2 		$1.52M Sell
48,644
-2,894
-6% -$91.7K 0.01% 1196
2019
Q1 		$1.66M Buy
51,538
+5,456
+12% +$171K 0.01% 1120
2018
Q4 		$1.31M Buy
46,082
+2,011
+5% +$58.3K 0.01% 1169
2018
Q3 		$1.29M Buy
44,071
+1,142
+3% +$34.1K 0.01% 1263
2018
Q2 		$1.25M Buy
42,929
+16,255
+61% +$447K 0.01% 1247
2018
Q1 		$739K Sell
26,674
-3,372
-11% -$96.3K ﹤0.01% 1488
2017
Q4 		$965K Sell
30,046
-1,220
-4% -$39.6K ﹤0.01% 1320
2017
Q3 		$1.01M Buy
31,266
+2,561
+9% +$84.6K 0.01% 1255
2017
Q2 		$980K Buy
28,705
+4,551
+19% +$153K 0.01% 1253
2017
Q1 		$785K Buy
24,154
+1,208
+5% +$37.4K 0.01% 1277
2016
Q4 		$696K Sell
22,946
-1,119
-5% -$34.1K 0.01% 1322
2016
Q3 		$820K Buy
24,065
+1,746
+8% +$61.3K 0.01% 1199
2016
Q2 		$781K Sell
22,319
-1,493
-6% -$47.4K 0.01% 1188
2016
Q1 		$736K Buy
23,812
+2,418
+11% +$70.3K 0.01% 1182
2015
Q4 		$606K Buy
21,394
+731
+4% +$19.5K 0.01% 1241
2015
Q3 		$513K Buy
20,663
+7,370
+55% +$175K 0.01% 1288
2015
Q2 		$309K Sell
13,293
-2,132
-14% -$53.4K ﹤0.01% 1618
2015
Q1 		$429K Buy
15,425
+2,616
+20% +$74.6K ﹤0.01% 1363
2014
Q4 		$350K Buy
12,809
+3,931
+44% +$102K ﹤0.01% 1416
2014
Q3 		$210K Buy
+8,878
New +$220K ﹤0.01% 1577
2013
Q4 		– Sell
-8,758
Closed -$202K – 2034
2013
Q3 		$202K Buy
+8,758
New +$213K ﹤0.01% 1648

Other funds holding HR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Aperio Group's HR Position: Q4 2020 in Review

Aperio Group increased its Healthcare Realty Trust Incorporated (HR) stake by 6.8% in Q4 2020, buying an estimated $75.5K and bringing the position to 39,294 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Aperio Group first reported a position in HR in Q3 2013 and has held it in 27 quarters since. The position peaked at $2.08M in Q4 2019. 309 funds tracked by Wall St. Rank hold HR as of Q4 2020.

  • Aperio Group held 39,294 shares of Healthcare Realty Trust Incorporated worth $1.16M as of Q4 2020.
  • Aperio Group bought 2,513 Healthcare Realty Trust Incorporated shares in Q4 2020, an estimated $75.5K.
  • Healthcare Realty Trust Incorporated made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1514 holding.
  • Aperio Group first reported a position in Healthcare Realty Trust Incorporated in Q3 2013 and has held it in 27 quarters since.
  • Aperio Group's Healthcare Realty Trust Incorporated position peaked at $2.08M in Q4 2019.
  • 309 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.