Axa
HR

Axa’s Healthcare Realty Trust Incorporated HR Stock Holding History

Axa’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
-50,000
Closed -$1.36M – 1233
2022
Q2 		$1.36M Sell
50,000
-656
-1% -$18.3K 0.01% 835
2022
Q1 		$1.39M Hold
50,656
– – ﹤0.01% 898
2021
Q4 		$1.6M Sell
50,656
-634
-1% -$20.3K ﹤0.01% 883
2021
Q3 		$1.53M Hold
51,290
– – ﹤0.01% 907
2021
Q2 		$1.55M Hold
51,290
– – ﹤0.01% 928
2021
Q1 		$1.55M Hold
51,290
– – ﹤0.01% 889
2020
Q4 		$1.52M Hold
51,290
– – ﹤0.01% 908
2020
Q3 		$1.54M Buy
51,290
+23,077
+82% +$664K 0.01% 861
2020
Q2 		$826K Buy
+28,213
New +$844K ﹤0.01% 984

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

Axa's HR Position: Q3 2022 in Review

Axa sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 50,000 shares — an estimated $1.36M sold.

Axa first reported a position in HR in Q2 2020 and held it in 9 quarters. The position peaked at $1.6M in Q4 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Axa reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Axa sold 50,000 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $1.36M.
  • Axa first reported a position in Healthcare Realty Trust Incorporated in Q2 2020 and held it in 9 quarters.
  • Axa's Healthcare Realty Trust Incorporated position peaked at $1.6M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Axa's 13F filing for Q3 2022, filed 14 Nov 2022.