FMII
HR

Farmers & Merchants Investments Inc’s Healthcare Realty Trust Incorporated HR Stock Holding History

Farmers & Merchants Investments 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
Q1 		– Sell
-130
Closed -$4K – 1050
2021
Q4 		$4K Sell
130
-965
-88% -$30.9K ﹤0.01% 925
2021
Q3 		$33K Buy
+1,095
New +$33.6K ﹤0.01% 472

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Farmers & Merchants Investments Inc's HR Position: Q1 2022 in Review

Farmers & Merchants Investments Inc sold out of Healthcare Realty Trust Incorporated (HR) in Q1 2022, closing a stake of 130 shares — an estimated $4K sold.

Farmers & Merchants Investments Inc first reported a position in HR in Q3 2021 and held it in 2 quarters. The position peaked at $33K in Q3 2021. 304 funds tracked by Wall St. Rank hold HR as of Q1 2022.

  • Farmers & Merchants Investments Inc reported no remaining Healthcare Realty Trust Incorporated position as of Q1 2022 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 130 Healthcare Realty Trust Incorporated shares in Q1 2022, an estimated $4K.
  • Farmers & Merchants Investments Inc first reported a position in Healthcare Realty Trust Incorporated in Q3 2021 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's Healthcare Realty Trust Incorporated position peaked at $33K in Q3 2021.
  • 304 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q1 2022.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2022, filed 19 Apr 2022.