CP
HR

Castleview Partners’s Healthcare Realty Trust Incorporated HR Stock Holding History

Castleview Partners’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
Q2 		– Sell
-241
Closed -$6K – 826
2022
Q1 		$6K Sell
241
-7,384
-97% -$218K ﹤0.01% 559
2021
Q4 		$241 Buy
+7,625
New +$244K ﹤0.01% 642
2021
Q2 		$7K Buy
+241
New +$7.5K ﹤0.01% 763

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Castleview Partners's HR Position: Q2 2022 in Review

Castleview Partners sold out of Healthcare Realty Trust Incorporated (HR) in Q2 2022, closing a stake of 241 shares — an estimated $6K sold.

Castleview Partners first reported a position in HR in Q2 2021 and held it in 3 quarters. The position peaked at $7K in Q2 2021. 276 funds tracked by Wall St. Rank hold HR as of Q2 2022.

  • Castleview Partners reported no remaining Healthcare Realty Trust Incorporated position as of Q2 2022 after selling out during the quarter.
  • Castleview Partners sold 241 Healthcare Realty Trust Incorporated shares in Q2 2022, an estimated $6K.
  • Castleview Partners first reported a position in Healthcare Realty Trust Incorporated in Q2 2021 and held it in 3 quarters.
  • Castleview Partners's Healthcare Realty Trust Incorporated position peaked at $7K in Q2 2021.
  • 276 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q2 2022.

Based on Castleview Partners's 13F filing for Q2 2022, filed 16 Aug 2022.