KCM
HR icon

Kennedy Capital Management’s Healthcare Realty HR Stock Holding History

Kennedy 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
2019
Q3 		– Sell
-313,333
Closed -$8.6M – 704
2019
Q2 		$8.6M Sell
313,333
-2,411
-0.8% -$67.9K 0.2% 167
2019
Q1 		$9.03M Sell
315,744
-15,068
-5% -$419K 0.21% 153
2018
Q4 		$8.37M Sell
330,812
-9,519
-3% -$252K 0.21% 153
2018
Q3 		$9.08M Sell
340,331
-1,811
-0.5% -$49.9K 0.17% 208
2018
Q2 		$9.22M Sell
342,142
-4,381
-1% -$111K 0.17% 192
2018
Q1 		$9.17M Sell
346,523
-22,623
-6% -$602K 0.18% 177
2017
Q4 		$11.1M Sell
369,146
-26,751
-7% -$809K 0.2% 151
2017
Q3 		$11.8M Sell
395,897
-6,494
-2% -$197K 0.21% 144
2017
Q2 		$12.5M Buy
402,391
+67,735
+20% +$2.14M 0.24% 121
2017
Q1 		$10.5M Sell
334,656
-965
-0.3% -$29.3K 0.18% 181
2016
Q4 		$9.77M Buy
335,621
+38,347
+13% +$1.13M 0.17% 192
2016
Q3 		$9.7M Sell
297,274
-16,363
-5% -$542K 0.19% 184
2016
Q2 		$10.1M Buy
313,637
+11,339
+4% +$342K 0.21% 163
2016
Q1 		$8.89M Buy
+302,298
New +$8.38M 0.18% 182
2014
Q2 		– Sell
-74,842
Closed -$1.71M – 753
2014
Q1 		$1.71M Sell
74,842
-2,065
-3% -$45K 0.03% 571
2013
Q4 		$1.51M Sell
76,907
-1,829
-2% -$38.8K 0.03% 601
2013
Q3 		$1.66M Sell
78,736
-757
-1% -$16.3K 0.03% 569
2013
Q2 		$1.78M Buy
+79,493
New +$1.91M 0.04% 547

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kennedy Capital Management's HR Position: Q3 2019 in Review

Kennedy Capital Management sold out of Healthcare Realty (HR) in Q3 2019, closing a stake of 313,333 shares — an estimated $8.6M sold.

Kennedy Capital Management first reported a position in HR in Q2 2013 and held it in 18 quarters. The position peaked at $12.5M in Q2 2017. 331 funds tracked by Wall St. Rank hold HR as of Q3 2019.

  • Kennedy Capital Management reported no remaining Healthcare Realty position as of Q3 2019 after selling out during the quarter.
  • Kennedy Capital Management sold 313,333 Healthcare Realty shares in Q3 2019, an estimated $8.6M.
  • Kennedy Capital Management first reported a position in Healthcare Realty in Q2 2013 and held it in 18 quarters.
  • Kennedy Capital Management's Healthcare Realty position peaked at $12.5M in Q2 2017.
  • 331 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2019.

Based on Kennedy Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.