JO
HR

John Overdeck’s Healthcare Realty Trust Incorporated HR Stock Holding History

John Overdeck’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
-437,013
Closed -$11.9M – 3034
2022
Q2 		$11.9M Sell
437,013
-842,401
-66% -$23.5M 0.04% 457
2022
Q1 		$35.2M Buy
+1,279,414
New +$37.7M 0.1% 241
2017
Q4 		– Sell
-31,076
Closed -$1M – 3704
2017
Q3 		$1M Buy
+31,076
New +$1.03M ﹤0.01% 1730
2015
Q3 		– Sell
-126,713
Closed -$2.95M – 3252
2015
Q2 		$2.95M Sell
126,713
-109,426
-46% -$2.74M 0.01% 984
2015
Q1 		$6.56M Sell
236,139
-33,418
-12% -$952K 0.03% 610
2014
Q4 		$7.36M Buy
+269,557
New +$7.02M 0.04% 519
2014
Q3 		– Sell
-103,868
Closed -$2.64M – 2457
2014
Q2 		$2.64M Buy
+103,868
New +$2.59M 0.01% 929
2014
Q1 		– Sell
-14,994
Closed -$320K – 2607
2013
Q4 		$320K Buy
+14,994
New +$340K ﹤0.01% 1852

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

John Overdeck's HR Position: Q3 2022 in Review

John Overdeck sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 437,013 shares — an estimated $11.9M sold.

John Overdeck first reported a position in HR in Q4 2013 and held it in 8 quarters. The position peaked at $35.2M in Q1 2022. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • John Overdeck reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • John Overdeck sold 437,013 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $11.9M.
  • John Overdeck first reported a position in Healthcare Realty Trust Incorporated in Q4 2013 and held it in 8 quarters.
  • John Overdeck's Healthcare Realty Trust Incorporated position peaked at $35.2M in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Two Sigma Investments's 13F filing for Q3 2022, filed 14 Nov 2022.