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Bell Investment Advisors’s Healthcare Realty HR Stock Holding History

Bell Investment Advisors’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
-60
Closed -$2K – 1820
2022
Q2 		$2K Buy
+60
New +$1.78K ﹤0.01% 1157
2021
Q4 		$3K Hold
78
– – ﹤0.01% 977
2021
Q3 		$2K Buy
+78
New +$2.27K ﹤0.01% 1080

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bell Investment Advisors's HR Position: Q3 2022 in Review

Bell Investment Advisors sold out of Healthcare Realty (HR) in Q3 2022, closing a stake of 60 shares — an estimated $2K sold.

Bell Investment Advisors first reported a position in HR in Q3 2021 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 393 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Bell Investment Advisors reported no remaining Healthcare Realty position as of Q3 2022 after selling out during the quarter.
  • Bell Investment Advisors sold 60 Healthcare Realty shares in Q3 2022, an estimated $2K.
  • Bell Investment Advisors first reported a position in Healthcare Realty in Q3 2021 and held it in 3 quarters.
  • Bell Investment Advisors's Healthcare Realty position peaked at $3K in Q4 2021.
  • 393 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2022.

Based on Bell Investment Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.