EP
HR

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

Elkfork 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
2019
Q3 		$821K Hold
24,500
– – 0.02% 441
2019
Q2 		$767K Hold
24,500
– – 0.02% 460
2019
Q1 		$787K Hold
24,500
– – 0.02% 439
2018
Q4 		$697K Hold
24,500
– – 0.02% 432
2018
Q3 		$717K Buy
24,500
+7,336
+43% +$219K 0.02% 470
2018
Q2 		$499K Buy
17,164
+1,680
+11% +$46.2K 0.01% 531
2018
Q1 		$429K Buy
15,484
+476
+3% +$13.6K 0.01% 573
2017
Q4 		$482K Buy
15,008
+3,192
+27% +$104K 0.01% 545
2017
Q3 		$382K Buy
11,816
+1,764
+18% +$58.3K 0.01% 559
2017
Q2 		$343K Buy
10,052
+4,816
+92% +$162K 0.01% 574
2017
Q1 		$170K Sell
5,236
-420
-7% -$13K 0.01% 622
2016
Q4 		$172K Buy
+5,656
New +$172K 0.01% 601

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elkfork Partners's HR Position: Q3 2019 in Review

Elkfork Partners held its Healthcare Realty Trust Incorporated (HR) position steady in Q3 2019 at 24,500 shares worth $821K. The position accounts for 0.02% of the portfolio, ranked #441.

Elkfork Partners first reported a position in HR in Q4 2016 and has held it in 12 quarters since. 260 funds tracked by Wall St. Rank hold HR as of Q3 2019.

  • Elkfork Partners held 24,500 shares of Healthcare Realty Trust Incorporated worth $821K as of Q3 2019.
  • Elkfork Partners left its Healthcare Realty Trust Incorporated share count unchanged in Q3 2019.
  • Healthcare Realty Trust Incorporated made up 0.02% of Elkfork Partners's portfolio in Q3 2019, its #441 holding.
  • Elkfork Partners first reported a position in Healthcare Realty Trust Incorporated in Q4 2016 and has held it in 12 quarters since.
  • 260 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.