Certuity’s Healthcare Realty HR Stock Holding History

Certuity’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	-9,920	Closed	-$265K	–	407
2021 Q2	$265K	Sell	9,920 -378	-4%	-$10.7K	0.06%	253
2021 Q1	$284K	Buy	+10,298	New	+$288K	0.08%	215

Other funds holding HR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Certuity's HR Position: Q3 2021 in Review

Certuity sold out of Healthcare Realty (HR) in Q3 2021, closing a stake of 9,920 shares — an estimated $265K sold.

Certuity first reported a position in HR in Q1 2021 and held it in 2 quarters. The position peaked at $284K in Q1 2021. 338 funds tracked by Wall St. Rank hold HR as of Q3 2021.

Certuity reported no remaining Healthcare Realty position as of Q3 2021 after selling out during the quarter.
Certuity sold 9,920 Healthcare Realty shares in Q3 2021, an estimated $265K.
Certuity first reported a position in Healthcare Realty in Q1 2021 and held it in 2 quarters.
Certuity's Healthcare Realty position peaked at $284K in Q1 2021.
338 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2021.

Based on Certuity's 13F filing for Q3 2021, filed 3 Nov 2021.