Fieldpoint Private Securities’s Healthcare Realty Trust Incorporated HR Stock Holding History

Fieldpoint Private Securities’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 Q2	$2K	Buy	+77	New	+$2.15K	﹤0.01%	1275
2021 Q4	–	Sell	-295	Closed	-$9K	–	1785
2021 Q3	$9K	Hold	295	–	–	﹤0.01%	1098
2021 Q2	$9K	Hold	295	–	–	﹤0.01%	1074
2021 Q1	$9K	Sell	295 -35	-11%	-$1.05K	﹤0.01%	1048
2020 Q4	$10K	Buy	+330	New	+$9.92K	﹤0.01%	935
2020 Q1	–	Sell	-128	Closed	-$4K	–	638
2019 Q4	$4K	Buy	+128	New	+$4.25K	﹤0.01%	622
2019 Q3	–	Sell	-147	Closed	-$5K	–	743
2019 Q2	$5K	Buy	+147	New	+$4.66K	﹤0.01%	684

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Fieldpoint Private Securities's HR Position: Q2 2022 in Review

Fieldpoint Private Securities opened a new position in Healthcare Realty Trust Incorporated (HR) in Q2 2022: 77 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1275 among its holdings. This is a return to the name: Fieldpoint Private Securities previously reported a position in HR as recently as Q3 2021.

Fieldpoint Private Securities first reported a position in HR in Q2 2019 and has held it in 7 quarters since. The position peaked at $10K in Q4 2020. 276 funds tracked by Wall St. Rank hold HR as of Q2 2022.

Fieldpoint Private Securities held 77 shares of Healthcare Realty Trust Incorporated worth $2K as of Q2 2022.
Healthcare Realty Trust Incorporated was a new Fieldpoint Private Securities position in Q2 2022.
Healthcare Realty Trust Incorporated made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #1275 holding.
Fieldpoint Private Securities first reported a position in Healthcare Realty Trust Incorporated in Q2 2019 and has held it in 7 quarters since.
Fieldpoint Private Securities's Healthcare Realty Trust Incorporated position peaked at $10K in Q4 2020.
276 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.