EI
HR

Ellevest Inc’s Healthcare Realty Trust Incorporated HR Stock Holding History

Ellevest Inc’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
-52
Closed -$1K – 1991
2022
Q2 		$1K Buy
+52
New +$1.45K ﹤0.01% 1360
2021
Q3 		– Sell
-53
Closed -$2K – 1683
2021
Q2 		$2K Hold
53
– – ﹤0.01% 1107
2021
Q1 		$2K Sell
53
-11
-17% -$331 ﹤0.01% 1117
2020
Q4 		$2K Buy
64
+25
+64% +$751 ﹤0.01% 1016
2020
Q3 		$1K Sell
39
-88
-69% -$2.53K ﹤0.01% 1111
2020
Q2 		$4K Sell
127
-115
-48% -$3.44K ﹤0.01% 803
2020
Q1 		$7K Buy
+242
New +$8.22K ﹤0.01% 616

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

Ellevest Inc's HR Position: Q3 2022 in Review

Ellevest Inc sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 52 shares — an estimated $1K sold.

Ellevest Inc first reported a position in HR in Q1 2020 and held it in 7 quarters. The position peaked at $7K in Q1 2020. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Ellevest Inc reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Ellevest Inc sold 52 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $1K.
  • Ellevest Inc first reported a position in Healthcare Realty Trust Incorporated in Q1 2020 and held it in 7 quarters.
  • Ellevest Inc's Healthcare Realty Trust Incorporated position peaked at $7K in Q1 2020.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Ellevest Inc's 13F filing for Q3 2022, filed 2 Nov 2022.