HCM
HR

HGI Capital Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

HGI Capital 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
-74,794
Closed -$2.03M – 47
2022
Q2 		$2.03M Sell
74,794
-183,792
-71% -$5.14M 0.85% 29
2022
Q1 		$8.1M Buy
258,586
+152,094
+143% +$4.48M 2.5% 15
2021
Q4 		$3.37M Sell
106,492
-12,651
-11% -$406K 1.21% 30
2021
Q3 		$3.55M Buy
+119,143
New +$3.65M 1.43% 26
2021
Q2 		– Sell
-106,457
Closed -$3.23M – 81
2021
Q1 		$3.23M Sell
106,457
-105,250
-50% -$3.17M 1.37% 28
2020
Q4 		$6.27M Buy
211,707
+70,828
+50% +$2.13M 2.93% 9
2020
Q3 		$4.24M Buy
+140,879
New +$4.05M 2.49% 16

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

HGI Capital Management's HR Position: Q3 2022 in Review

HGI Capital Management sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 74,794 shares — an estimated $2.03M sold.

HGI Capital Management first reported a position in HR in Q3 2020 and held it in 7 quarters. The position peaked at $8.1M in Q1 2022. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • HGI Capital Management reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • HGI Capital Management sold 74,794 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $2.03M.
  • HGI Capital Management first reported a position in Healthcare Realty Trust Incorporated in Q3 2020 and held it in 7 quarters.
  • HGI Capital Management's Healthcare Realty Trust Incorporated position peaked at $8.1M in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on HGI Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.