E
HR

Ergoteles’s Healthcare Realty Trust Incorporated HR Stock Holding History

Ergoteles’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
-494,371
Closed -$13.4M – 2268
2022
Q2 		$13.4M Buy
+494,371
New +$13.8M 0.4% 57
2020
Q4 		– Sell
-6,700
Closed -$202K – 1013
2020
Q3 		$202K Buy
+6,700
New +$193K 0.03% 479

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

Ergoteles's HR Position: Q3 2022 in Review

Ergoteles sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 494,371 shares — an estimated $13.4M sold.

Ergoteles first reported a position in HR in Q3 2020 and held it in 2 quarters. The position peaked at $13.4M in Q2 2022. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Ergoteles reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Ergoteles sold 494,371 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $13.4M.
  • Ergoteles first reported a position in Healthcare Realty Trust Incorporated in Q3 2020 and held it in 2 quarters.
  • Ergoteles's Healthcare Realty Trust Incorporated position peaked at $13.4M in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

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