JIR
HR

James Investment Research’s Healthcare Realty Trust Incorporated HR Stock Holding History

James Investment Research’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 		– Sell
-8,021
Closed -$220K – 562
2022
Q1 		$220K Buy
8,021
+21
+0.3% +$619 0.02% 268
2021
Q4 		$253K Hold
8,000
– – 0.02% 263
2021
Q3 		$238K Buy
+8,000
New +$245K 0.02% 259
2016
Q4 		– Sell
-99
Closed -$3K – 606
2016
Q3 		$3K Hold
99
– – ﹤0.01% 526
2016
Q2 		$3K Buy
+99
New +$3.14K ﹤0.01% 487

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 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
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

James Investment Research's HR Position: Q2 2022 in Review

James Investment Research sold out of Healthcare Realty Trust Incorporated (HR) in Q2 2022, closing a stake of 8,021 shares — an estimated $220K sold.

James Investment Research first reported a position in HR in Q2 2016 and held it in 5 quarters. The position peaked at $253K in Q4 2021. 276 funds tracked by Wall St. Rank hold HR as of Q2 2022.

  • James Investment Research reported no remaining Healthcare Realty Trust Incorporated position as of Q2 2022 after selling out during the quarter.
  • James Investment Research sold 8,021 Healthcare Realty Trust Incorporated shares in Q2 2022, an estimated $220K.
  • James Investment Research first reported a position in Healthcare Realty Trust Incorporated in Q2 2016 and held it in 5 quarters.
  • James Investment Research's Healthcare Realty Trust Incorporated position peaked at $253K in Q4 2021.
  • 276 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q2 2022.

Based on James Investment Research's 13F filing for Q2 2022, filed 1 Aug 2022.