Dimensional Fund Advisors
HR

Dimensional Fund Advisors’s Healthcare Realty Trust Incorporated HR Stock Holding History

Dimensional Fund 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
2022
Q3 		– Sell
-2,049,788
Closed -$55.8M – 3606
2022
Q2 		$55.8M Sell
2,049,788
-13,066
-0.6% -$365K 0.02% 1203
2022
Q1 		$56.7M Buy
2,062,854
+21,189
+1% +$625K 0.02% 1312
2021
Q4 		$64.6M Sell
2,041,665
-22,147
-1% -$710K 0.02% 1228
2021
Q3 		$61.5M Buy
2,063,812
+12,948
+0.6% +$397K 0.02% 1233
2021
Q2 		$61.9M Buy
2,050,864
+28,585
+1% +$890K 0.02% 1261
2021
Q1 		$61.3M Sell
2,022,279
-50,502
-2% -$1.52M 0.02% 1257
2020
Q4 		$61.4M Sell
2,072,781
-44,992
-2% -$1.35M 0.02% 1191
2020
Q3 		$63.8M Sell
2,117,773
-9,315
-0.4% -$268K 0.03% 975
2020
Q2 		$62.3M Buy
2,127,088
+36,122
+2% +$1.08M 0.03% 992
2020
Q1 		$58.4M Buy
2,090,966
+17,281
+0.8% +$587K 0.03% 885
2019
Q4 		$69.2M Buy
2,073,685
+63,558
+3% +$2.11M 0.03% 1103
2019
Q3 		$67.3M Buy
2,010,127
+62,357
+3% +$2.04M 0.03% 1071
2019
Q2 		$61M Buy
1,947,770
+16,378
+0.8% +$519K 0.02% 1208
2019
Q1 		$62M Buy
1,931,392
+21,644
+1% +$679K 0.02% 1161
2018
Q4 		$54.3M Buy
1,909,748
+35,279
+2% +$1.02M 0.02% 1142
2018
Q3 		$54.8M Buy
1,874,469
+11,691
+0.6% +$349K 0.02% 1360
2018
Q2 		$54.2M Buy
1,862,778
+33,567
+2% +$923K 0.02% 1332
2018
Q1 		$50.7M Buy
1,829,211
+57,475
+3% +$1.64M 0.02% 1330
2017
Q4 		$56.9M Buy
1,771,736
+89,714
+5% +$2.91M 0.02% 1206
2017
Q3 		$54.4M Buy
1,682,022
+45,645
+3% +$1.51M 0.02% 1207
2017
Q2 		$55.9M Buy
1,636,377
+66,146
+4% +$2.23M 0.03% 1112
2017
Q1 		$51M Buy
1,570,231
+68,016
+5% +$2.1M 0.02% 1165
2016
Q4 		$45.5M Buy
1,502,215
+98,909
+7% +$3.01M 0.02% 1227
2016
Q3 		$47.8M Buy
1,403,306
+18,045
+1% +$634K 0.03% 1082
2016
Q2 		$48.5M Buy
1,385,261
+30,852
+2% +$979K 0.03% 1011
2016
Q1 		$41.8M Buy
1,354,409
+27,655
+2% +$804K 0.03% 1125
2015
Q4 		$37.6M Buy
1,326,754
+30,573
+2% +$816K 0.02% 1148
2015
Q3 		$32.2M Buy
1,296,181
+57,199
+5% +$1.36M 0.02% 1268
2015
Q2 		$28.8M Buy
1,238,982
+3,205
+0.3% +$80.2K 0.02% 1470
2015
Q1 		$34.3M Buy
1,235,777
+16,484
+1% +$470K 0.02% 1243
2014
Q4 		$33.3M Buy
1,219,293
+31,445
+3% +$819K 0.02% 1180
2014
Q3 		$28.1M Buy
1,187,848
+49,790
+4% +$1.23M 0.02% 1226
2014
Q2 		$28.9M Buy
1,138,058
+57,079
+5% +$1.42M 0.02% 1245
2014
Q1 		$26.1M Buy
1,080,979
+27,142
+3% +$623K 0.02% 1288
2013
Q4 		$22.5M Buy
1,053,837
+41,406
+4% +$938K 0.02% 1417
2013
Q3 		$23.4M Buy
1,012,431
+80,221
+9% +$1.95M 0.02% 1235
2013
Q2 		$23.8M Buy
+932,210
New +$26M 0.02% 1080

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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Dimensional Fund Advisors's HR Position: Q3 2022 in Review

Dimensional Fund Advisors sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 2,049,788 shares — an estimated $55.8M sold.

Dimensional Fund Advisors first reported a position in HR in Q2 2013 and held it in 37 quarters. The position peaked at $69.2M in Q4 2019. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Dimensional Fund Advisors reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Dimensional Fund Advisors sold 2,049,788 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $55.8M.
  • Dimensional Fund Advisors first reported a position in Healthcare Realty Trust Incorporated in Q2 2013 and held it in 37 quarters.
  • Dimensional Fund Advisors's Healthcare Realty Trust Incorporated position peaked at $69.2M in Q4 2019.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Dimensional Fund Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.