Envestnet Asset Management
HR

Envestnet Asset Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

Envestnet Asset 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
2022
Q3 		– Sell
-105,589
Closed -$2.87M – 4112
2022
Q2 		$2.87M Sell
105,589
-14,898
-12% -$416K ﹤0.01% 1868
2022
Q1 		$3.31M Sell
120,487
-25,692
-18% -$757K ﹤0.01% 1868
2021
Q4 		$4.63M Buy
146,179
+7,240
+5% +$232K ﹤0.01% 1640
2021
Q3 		$4.14M Buy
138,939
+1,321
+1% +$40.5K ﹤0.01% 1650
2021
Q2 		$4.16M Sell
137,618
-8,167
-6% -$254K ﹤0.01% 1633
2021
Q1 		$4.42M Buy
145,785
+45,860
+46% +$1.38M ﹤0.01% 1485
2020
Q4 		$2.96M Buy
99,925
+10,387
+12% +$312K ﹤0.01% 1528
2020
Q3 		$2.7M Buy
89,538
+40,039
+81% +$1.15M ﹤0.01% 1458
2020
Q2 		$1.45M Sell
49,499
-7,088
-13% -$212K ﹤0.01% 1761
2020
Q1 		$1.58M Buy
56,587
+8,082
+17% +$274K ﹤0.01% 1547
2019
Q4 		$1.62M Buy
48,505
+3,894
+9% +$129K ﹤0.01% 1734
2019
Q3 		$1.49M Buy
44,611
+19,353
+77% +$634K ﹤0.01% 1710
2019
Q2 		$791K Buy
25,258
+2,763
+12% +$87.6K ﹤0.01% 2100
2019
Q1 		$722K Buy
22,495
+1,025
+5% +$32.2K ﹤0.01% 2101
2018
Q4 		$611K Buy
+21,470
New +$623K ﹤0.01% 2032
2018
Q3 		– Sell
-2,040
Closed -$59K – 3213
2018
Q2 		$59K Sell
2,040
-2,422
-54% -$66.6K ﹤0.01% 2158
2018
Q1 		$124K Sell
4,462
-2,415
-35% -$69K ﹤0.01% 1829
2017
Q4 		$221K Buy
6,877
+2,566
+60% +$83.3K ﹤0.01% 1797
2017
Q3 		$139K Sell
4,311
-730
-14% -$24.1K ﹤0.01% 1971
2017
Q2 		$171K Buy
5,041
+654
+15% +$22K ﹤0.01% 1926
2017
Q1 		$143K Sell
4,387
-5,843
-57% -$181K ﹤0.01% 2055
2016
Q4 		$311K Buy
10,230
+2,073
+25% +$63.2K ﹤0.01% 1707
2016
Q3 		$278K Sell
8,157
-536
-6% -$18.8K ﹤0.01% 1886
2016
Q2 		$304K Buy
8,693
+1,692
+24% +$53.7K ﹤0.01% 1885
2016
Q1 		$216K Sell
7,001
-5,771
-45% -$168K ﹤0.01% 2024
2015
Q4 		$362K Buy
12,772
+9,768
+325% +$261K ﹤0.01% 1750
2015
Q3 		$75K Buy
+3,004
New +$71.5K ﹤0.01% 2478
2015
Q2 		– Sell
-16,571
Closed -$460K – 2328
2015
Q1 		$460K Buy
16,571
+6,570
+66% +$187K ﹤0.01% 1592
2014
Q4 		$273K Buy
10,001
+1,988
+25% +$51.8K ﹤0.01% 902
2014
Q3 		$190K Buy
8,013
+5,063
+172% +$125K ﹤0.01% 1115
2014
Q2 		$75K Buy
2,950
+2,501
+557% +$62.4K ﹤0.01% 1306
2014
Q1 		$11K Buy
449
+100
+29% +$2.29K ﹤0.01% 1876
2013
Q4 		$7K Sell
349
-348
-50% -$7.88K ﹤0.01% 1922
2013
Q3 		$16K Buy
697
+187
+37% +$4.55K ﹤0.01% 1555
2013
Q2 		$13K Buy
+510
New +$14.3K ﹤0.01% 1593

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

Envestnet Asset Management's HR Position: Q3 2022 in Review

Envestnet Asset Management sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 105,589 shares — an estimated $2.87M sold.

Envestnet Asset Management first reported a position in HR in Q2 2013 and held it in 35 quarters. The position peaked at $4.63M in Q4 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Envestnet Asset Management reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 105,589 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $2.87M.
  • Envestnet Asset Management first reported a position in Healthcare Realty Trust Incorporated in Q2 2013 and held it in 35 quarters.
  • Envestnet Asset Management's Healthcare Realty Trust Incorporated position peaked at $4.63M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Envestnet Asset Management's 13F filing for Q3 2022, filed 10 Nov 2022.