DPIM
HR

Duff & Phelps Investment Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

Duff & Phelps Investment Management’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
2020
Q3 		– Sell
-23,250
Closed -$681K – 230
2020
Q2 		$681K Hold
23,250
– – 0.01% 193
2020
Q1 		$649K Hold
23,250
– – 0.01% 188
2019
Q4 		$776K Hold
23,250
– – 0.01% 197
2019
Q3 		$779K Hold
23,250
– – 0.01% 191
2019
Q2 		$728K Hold
23,250
– – 0.01% 214
2019
Q1 		$747K Sell
23,250
-572,658
-96% -$18M 0.01% 209
2018
Q4 		$16.9M Sell
595,908
-96,200
-14% -$2.79M 0.28% 87
2018
Q3 		$20.3M Sell
692,108
-149,400
-18% -$4.46M 0.31% 88
2018
Q2 		$24.5M Buy
841,508
+11,300
+1% +$311K 0.37% 86
2018
Q1 		$23M Sell
830,208
-73,796
-8% -$2.11M 0.36% 88
2017
Q4 		$29M Sell
904,004
-55,233
-6% -$1.79M 0.42% 79
2017
Q3 		$31M Sell
959,237
-23,267
-2% -$769K 0.43% 81
2017
Q2 		$33.6M Sell
982,504
-31,600
-3% -$1.06M 0.48% 77
2017
Q1 		$33M Sell
1,014,104
-238,912
-19% -$7.39M 0.47% 79
2016
Q4 		$38M Buy
1,253,016
+22,905
+2% +$698K 0.55% 77
2016
Q3 		$41.9M Buy
1,230,111
+229,511
+23% +$8.06M 0.59% 73
2016
Q2 		$35M Buy
+1,000,600
New +$31.7M 0.52% 74

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Duff & Phelps Investment Management's HR Position: Q3 2020 in Review

Duff & Phelps Investment Management sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2020, closing a stake of 23,250 shares — an estimated $681K sold.

Duff & Phelps Investment Management first reported a position in HR in Q2 2016 and held it in 17 quarters. The position peaked at $41.9M in Q3 2016. 286 funds tracked by Wall St. Rank hold HR as of Q3 2020.

  • Duff & Phelps Investment Management reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2020 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 23,250 Healthcare Realty Trust Incorporated shares in Q3 2020, an estimated $681K.
  • Duff & Phelps Investment Management first reported a position in Healthcare Realty Trust Incorporated in Q2 2016 and held it in 17 quarters.
  • Duff & Phelps Investment Management's Healthcare Realty Trust Incorporated position peaked at $41.9M in Q3 2016.
  • 286 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2020.

Based on Duff & Phelps Investment Management's 13F filing for Q3 2020, filed 3 Nov 2020.