Fidelity Investments
HR

Fidelity Investments’s Healthcare Realty Trust Incorporated HR Stock Holding History

Fidelity Investments’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
-1,727,872
Closed -$47M – 5677
2022
Q2 		$47M Sell
1,727,872
-161,788
-9% -$4.52M ﹤0.01% 1292
2022
Q1 		$51.9M Buy
1,889,660
+187,009
+11% +$5.51M ﹤0.01% 1377
2021
Q4 		$53.9M Sell
1,702,651
-2,348,093
-58% -$75.3M ﹤0.01% 1399
2021
Q3 		$121M Sell
4,050,744
-1,751,377
-30% -$53.7M 0.01% 1020
2021
Q2 		$175M Sell
5,802,121
-506,685
-8% -$15.8M 0.01% 872
2021
Q1 		$191M Buy
6,308,806
+496,878
+9% +$14.9M 0.02% 807
2020
Q4 		$172M Sell
5,811,928
-81,085
-1% -$2.44M 0.02% 810
2020
Q3 		$177M Buy
5,893,013
+199,139
+3% +$5.73M 0.02% 676
2020
Q2 		$167M Sell
5,693,874
-674,599
-11% -$20.2M 0.02% 674
2020
Q1 		$178M Sell
6,368,473
-216,482
-3% -$7.35M 0.02% 543
2019
Q4 		$220M Buy
6,584,955
+217,765
+3% +$7.22M 0.02% 614
2019
Q3 		$213M Buy
6,367,190
+307,038
+5% +$10.1M 0.03% 597
2019
Q2 		$190M Buy
6,060,152
+69,451
+1% +$2.2M 0.02% 656
2019
Q1 		$192M Buy
5,990,701
+209,843
+4% +$6.58M 0.02% 664
2018
Q4 		$164M Buy
5,780,858
+15,399
+0.3% +$447K 0.02% 659
2018
Q3 		$169M Sell
5,765,459
-88,112
-2% -$2.63M 0.02% 729
2018
Q2 		$170M Sell
5,853,571
-2,371,486
-29% -$65.2M 0.02% 727
2018
Q1 		$228M Sell
8,225,057
-1,145,131
-12% -$32.7M 0.03% 628
2017
Q4 		$301M Buy
9,370,188
+758,194
+9% +$24.6M 0.04% 536
2017
Q3 		$279M Buy
8,611,994
+1,337,978
+18% +$44.2M 0.03% 552
2017
Q2 		$248M Buy
7,274,016
+434,895
+6% +$14.6M 0.03% 590
2017
Q1 		$222M Sell
6,839,121
-505,800
-7% -$15.7M 0.03% 652
2016
Q4 		$223M Buy
7,344,921
+1,317,988
+22% +$40.2M 0.03% 624
2016
Q3 		$205M Buy
6,026,933
+526,233
+10% +$18.5M 0.03% 656
2016
Q2 		$192M Buy
5,500,700
+314,500
+6% +$9.98M 0.03% 676
2016
Q1 		$160M Sell
5,186,200
-37,200
-0.7% -$1.08M 0.02% 755
2015
Q4 		$148M Buy
5,223,400
+3,480,500
+200% +$92.9M 0.02% 793
2015
Q3 		$43.3M Buy
+1,742,900
New +$41.5M 0.01% 1309

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

Fidelity Investments's HR Position: Q3 2022 in Review

Fidelity Investments sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 1,727,872 shares — an estimated $47M sold.

Fidelity Investments first reported a position in HR in Q3 2015 and held it in 28 quarters. The position peaked at $301M in Q4 2017. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Fidelity Investments reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Fidelity Investments sold 1,727,872 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $47M.
  • Fidelity Investments first reported a position in Healthcare Realty Trust Incorporated in Q3 2015 and held it in 28 quarters.
  • Fidelity Investments's Healthcare Realty Trust Incorporated position peaked at $301M in Q4 2017.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Fidelity Investments's 13F filing for Q3 2022, filed 10 Nov 2022.