B
HR

Bailard’s Healthcare Realty Trust Incorporated HR Stock Holding History

Bailard’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
-10,821
Closed -$294K – 794
2022
Q2 		$294K Buy
+10,821
New +$302K 0.01% 491
2021
Q1 		– Sell
-12,200
Closed -$361K – 764
2020
Q4 		$361K Buy
+12,200
New +$367K 0.02% 399

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

Bailard's HR Position: Q3 2022 in Review

Bailard sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 10,821 shares — an estimated $294K sold.

Bailard first reported a position in HR in Q4 2020 and held it in 2 quarters. The position peaked at $361K in Q4 2020. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Bailard reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Bailard sold 10,821 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $294K.
  • Bailard first reported a position in Healthcare Realty Trust Incorporated in Q4 2020 and held it in 2 quarters.
  • Bailard's Healthcare Realty Trust Incorporated position peaked at $361K in Q4 2020.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Bailard's 13F filing for Q3 2022, filed 18 Oct 2022.