Capital Advisors Inc’s Healthcare Realty Trust Incorporated HR Stock Holding History

Capital Advisors 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
2021 Q3	–	Sell	-7,073	Closed	-$214K	–	249
2021 Q2	$214K	Hold	7,073	–	–	0.01%	227
2021 Q1	$214K	Buy	+7,073	New	+$213K	0.01%	216
2020 Q2	–	Sell	-421,611	Closed	-$11.8M	–	210
2020 Q1	$11.8M	Buy	421,611 +21,590	+5%	+$733K	0.64%	58
2019 Q4	$13.3M	Buy	400,021 +64,228	+19%	+$2.13M	0.58%	62
2019 Q3	$10.5M	Hold	335,793	–	–	0.52%	65
2019 Q2	$10.5M	Buy	335,793 +254,552	+313%	+$8.07M	0.52%	65
2019 Q1	$2.61M	Sell	81,241 -235,379	-74%	-$7.39M	0.28%	62
2018 Q4	$9.01M	Buy	316,620 +8,856	+3%	+$257K	0.59%	59
2018 Q3	$9.01M	Buy	+307,764	New	+$9.19M	0.54%	65

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Advisors Inc's HR Position: Q3 2021 in Review

Capital Advisors Inc sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2021, closing a stake of 7,073 shares — an estimated $214K sold.

Capital Advisors Inc first reported a position in HR in Q3 2018 and held it in 9 quarters. The position peaked at $13.3M in Q4 2019. 276 funds tracked by Wall St. Rank hold HR as of Q3 2021.

Capital Advisors Inc reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2021 after selling out during the quarter.
Capital Advisors Inc sold 7,073 Healthcare Realty Trust Incorporated shares in Q3 2021, an estimated $214K.
Capital Advisors Inc first reported a position in Healthcare Realty Trust Incorporated in Q3 2018 and held it in 9 quarters.
Capital Advisors Inc's Healthcare Realty Trust Incorporated position peaked at $13.3M in Q4 2019.
276 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2021.

Based on Capital Advisors Inc's 13F filing for Q3 2021, filed 25 Oct 2021.