CA
HR

Clearstead Advisors’s Healthcare Realty Trust Incorporated HR Stock Holding History

Clearstead Advisors’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
-40
Closed -$1K – 1448
2021
Q2 		$1K Buy
+40
New +$1.25K ﹤0.01% 1248
2021
Q1 		– Sell
-400
Closed -$12K – 1213
2020
Q4 		$12K Hold
400
– – ﹤0.01% 707
2020
Q3 		$12K Hold
400
– – ﹤0.01% 647
2020
Q2 		$12K Hold
400
– – ﹤0.01% 587
2020
Q1 		$11K Buy
+400
New +$13.6K ﹤0.01% 572

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clearstead Advisors's HR Position: Q3 2021 in Review

Clearstead Advisors sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2021, closing a stake of 40 shares — an estimated $1K sold.

Clearstead Advisors first reported a position in HR in Q1 2020 and held it in 5 quarters. The position peaked at $12K in Q4 2020. 276 funds tracked by Wall St. Rank hold HR as of Q3 2021.

  • Clearstead Advisors reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2021 after selling out during the quarter.
  • Clearstead Advisors sold 40 Healthcare Realty Trust Incorporated shares in Q3 2021, an estimated $1K.
  • Clearstead Advisors first reported a position in Healthcare Realty Trust Incorporated in Q1 2020 and held it in 5 quarters.
  • Clearstead Advisors's Healthcare Realty Trust Incorporated position peaked at $12K in Q4 2020.
  • 276 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2021.

Based on Clearstead Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.