EP
HR

Edgestream Partners’s Healthcare Realty Trust Incorporated HR Stock Holding History

Edgestream Partners’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
-88,902
Closed -$2.42M – 646
2022
Q2 		$2.42M Sell
88,902
-47,750
-35% -$1.33M 0.19% 173
2022
Q1 		$3.75M Buy
+136,652
New +$4.03M 0.3% 102

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 $5.54B AUM 27.43% 1-Year Est. Return

Edgestream Partners's HR Position: Q3 2022 in Review

Edgestream Partners sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 88,902 shares — an estimated $2.42M sold.

Edgestream Partners first reported a position in HR in Q1 2022 and held it in 2 quarters. The position peaked at $3.75M in Q1 2022. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Edgestream Partners reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Edgestream Partners sold 88,902 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $2.42M.
  • Edgestream Partners first reported a position in Healthcare Realty Trust Incorporated in Q1 2022 and held it in 2 quarters.
  • Edgestream Partners's Healthcare Realty Trust Incorporated position peaked at $3.75M in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

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