KCM
HR

Kennedy Capital Management’s Healthcare Realty Trust Incorporated 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
-197,762
Closed -$6.19M – 763
2019
Q2 		$6.19M Sell
197,762
-2,413
-1% -$76.5K 0.15% 262
2019
Q1 		$6.43M Buy
200,175
+25,306
+14% +$794K 0.15% 257
2018
Q4 		$4.97M Sell
174,869
-380
-0.2% -$11K 0.12% 312
2018
Q3 		$5.13M Buy
175,249
+38,408
+28% +$1.15M 0.1% 392
2018
Q2 		$3.98M Sell
136,841
-2,247
-2% -$61.8K 0.07% 481
2018
Q1 		$3.85M Sell
139,088
-54,873
-28% -$1.57M 0.08% 474
2017
Q4 		$6.23M Sell
193,961
-2,305
-1% -$74.8K 0.11% 336
2017
Q3 		$6.35M Buy
+196,266
New +$6.49M 0.11% 316

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Kennedy Capital Management sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2019, closing a stake of 197,762 shares — an estimated $6.19M sold.

Kennedy Capital Management first reported a position in HR in Q3 2017 and held it in 8 quarters. The position peaked at $6.43M in Q1 2019. 260 funds tracked by Wall St. Rank hold HR as of Q3 2019.

  • Kennedy Capital Management reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2019 after selling out during the quarter.
  • Kennedy Capital Management sold 197,762 Healthcare Realty Trust Incorporated shares in Q3 2019, an estimated $6.19M.
  • Kennedy Capital Management first reported a position in Healthcare Realty Trust Incorporated in Q3 2017 and held it in 8 quarters.
  • Kennedy Capital Management's Healthcare Realty Trust Incorporated position peaked at $6.43M in Q1 2019.
  • 260 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2019.

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