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BTC Capital Management’s Healthcare Realty HR Stock Holding History

BTC Capital Management’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
2021
Q3 		– Sell
-8,049
Closed -$215K – 214
2021
Q2 		$215K Sell
8,049
-91,784
-92% -$2.6M 0.02% 207
2021
Q1 		$2.76M Sell
99,833
-22,615
-18% -$632K 0.31% 85
2020
Q4 		$3.38M Sell
122,448
-144,981
-54% -$3.83M 0.4% 81
2020
Q3 		$6.95M Buy
267,429
+12,868
+5% +$338K 0.97% 34
2020
Q2 		$6.76M Buy
254,561
+91,368
+56% +$2.34M 1.03% 32
2020
Q1 		$3.96M Buy
163,193
+22,191
+16% +$670K 0.76% 48
2019
Q4 		$4.26M Buy
+141,002
New +$4.21M 0.61% 60

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BTC Capital Management's HR Position: Q3 2021 in Review

BTC Capital Management sold out of Healthcare Realty (HR) in Q3 2021, closing a stake of 8,049 shares — an estimated $215K sold.

BTC Capital Management first reported a position in HR in Q4 2019 and held it in 7 quarters. The position peaked at $6.95M in Q3 2020. 338 funds tracked by Wall St. Rank hold HR as of Q3 2021.

  • BTC Capital Management reported no remaining Healthcare Realty position as of Q3 2021 after selling out during the quarter.
  • BTC Capital Management sold 8,049 Healthcare Realty shares in Q3 2021, an estimated $215K.
  • BTC Capital Management first reported a position in Healthcare Realty in Q4 2019 and held it in 7 quarters.
  • BTC Capital Management's Healthcare Realty position peaked at $6.95M in Q3 2020.
  • 338 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2021.

Based on BTC Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.