BTI
HR

Blue Trust Inc’s Healthcare Realty Trust Incorporated HR Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-877
Closed -$24K – 2585
2022
Q3 		$24K Buy
877
+252
+40% +$6.41K ﹤0.01% 1024
2022
Q2 		$17K Buy
+625
New +$17.5K ﹤0.01% 1031

Other funds holding HR

CWM
CIBC World Markets New York $20.8B AUM
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Blue Trust Inc's HR Position: Q4 2022 in Review

Blue Trust Inc sold out of Healthcare Realty Trust Incorporated (HR) in Q4 2022, closing a stake of 877 shares — an estimated $24K sold.

Blue Trust Inc first reported a position in HR in Q2 2022 and held it in 2 quarters. The position peaked at $24K in Q3 2022. 5 funds tracked by Wall St. Rank hold HR as of Q4 2022.

  • Blue Trust Inc reported no remaining Healthcare Realty Trust Incorporated position as of Q4 2022 after selling out during the quarter.
  • Blue Trust Inc sold 877 Healthcare Realty Trust Incorporated shares in Q4 2022, an estimated $24K.
  • Blue Trust Inc first reported a position in Healthcare Realty Trust Incorporated in Q2 2022 and held it in 2 quarters.
  • Blue Trust Inc's Healthcare Realty Trust Incorporated position peaked at $24K in Q3 2022.
  • 5 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2022.

Based on Blue Trust Inc's 13F filing for Q4 2022, filed 17 Jan 2023.