Bank of Montreal
HR

Bank of Montreal’s Healthcare Realty Trust Incorporated HR Stock Holding History

Bank of Montreal’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
Q1 		– Sell
-16,700
Closed -$557K – 5145
2019
Q4 		$557K Buy
16,700
+2,700
+19% +$89.5K ﹤0.01% 2610
2019
Q3 		$469K Buy
+14,000
New +$459K ﹤0.01% 2452
2019
Q2 		– Sell
-6,000
Closed -$193K – 5258
2019
Q1 		$193K Sell
6,000
-9,100
-60% -$286K ﹤0.01% 2741
2018
Q4 		$429K Buy
+15,100
New +$438K ﹤0.01% 2239

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

Bank of Montreal's HR Position: Q3 2022 in Review

Bank of Montreal sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 92,782 shares — an estimated $2.56K sold.

Bank of Montreal first reported a position in HR in Q2 2013 and held it in 37 quarters. The position peaked at $30.7M in Q1 2022. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Bank of Montreal reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Bank of Montreal sold 92,782 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $2.56K.
  • Bank of Montreal first reported a position in Healthcare Realty Trust Incorporated in Q2 2013 and held it in 37 quarters.
  • Bank of Montreal's Healthcare Realty Trust Incorporated position peaked at $30.7M in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Bank of Montreal's 13F filing for Q3 2022, filed 10 Nov 2022.