C
HR

Covestor’s Healthcare Realty Trust Incorporated HR Stock Holding History

Covestor’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
Q3 		– Sell
-2,300
Closed -$62K – 2875
2022
Q2 		$62K Hold
2,300
– – 0.05% 667
2022
Q1 		$63K Buy
2,300
+2,112
+1,123% +$62.3K 0.04% 725
2021
Q4 		$6K Buy
+188
New +$6.03K 0.01% 1280

Other funds holding HR

CWM
CIBC World Markets New York $20.8B AUM
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
RIM
Redpoint Investment Management Sydney, NSW, Australia $684M AUM 13.14% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Covestor's HR Position: Q3 2022 in Review

Covestor sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 2,300 shares — an estimated $62K sold.

Covestor first reported a position in HR in Q4 2021 and held it in 3 quarters. The position peaked at $63K in Q1 2022. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Covestor reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Covestor sold 2,300 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $62K.
  • Covestor first reported a position in Healthcare Realty Trust Incorporated in Q4 2021 and held it in 3 quarters.
  • Covestor's Healthcare Realty Trust Incorporated position peaked at $63K in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Covestor's 13F filing for Q3 2022, filed 14 Nov 2022.