JA
HR

JOYN Advisors’s Healthcare Realty Trust Incorporated HR Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-1,042
Closed -$30K – 1799
2018
Q4 		$30K Buy
1,042
+188
+22% +$5.45K 0.01% 516
2018
Q3 		$25K Buy
854
+331
+63% +$9.88K ﹤0.01% 618
2018
Q2 		$15K Buy
523
+375
+253% +$10.3K ﹤0.01% 773
2018
Q1 		$4K Buy
+148
New +$4.23K ﹤0.01% 943

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JOYN Advisors's HR Position: Q1 2019 in Review

JOYN Advisors sold out of Healthcare Realty Trust Incorporated (HR) in Q1 2019, closing a stake of 1,042 shares — an estimated $30K sold.

JOYN Advisors first reported a position in HR in Q1 2018 and held it in 4 quarters. The position peaked at $30K in Q4 2018. 254 funds tracked by Wall St. Rank hold HR as of Q1 2019.

  • JOYN Advisors reported no remaining Healthcare Realty Trust Incorporated position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,042 Healthcare Realty Trust Incorporated shares in Q1 2019, an estimated $30K.
  • JOYN Advisors first reported a position in Healthcare Realty Trust Incorporated in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Healthcare Realty Trust Incorporated position peaked at $30K in Q4 2018.
  • 254 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.