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Leelyn Smith’s Healthcare Realty HR Stock Holding History

Leelyn Smith’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
2021
Q2 		– Sell
-2,980
Closed -$82K – 359
2021
Q1 		$82K Sell
2,980
-250
-8% -$6.99K 0.02% 189
2020
Q4 		$89K Sell
3,230
-490
-13% -$12.9K 0.03% 169
2020
Q3 		$97K Hold
3,720
– – 0.03% 162
2020
Q2 		$99K Buy
3,720
+410
+12% +$10.5K 0.04% 160
2020
Q1 		$80K Buy
3,310
+200
+6% +$6.04K 0.04% 148
2019
Q4 		$94 Buy
+3,110
New +$92.9K 0.05% 158

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Leelyn Smith's HR Position: Q2 2021 in Review

Leelyn Smith sold out of Healthcare Realty (HR) in Q2 2021, closing a stake of 2,980 shares — an estimated $82K sold.

Leelyn Smith first reported a position in HR in Q4 2019 and held it in 6 quarters. The position peaked at $99K in Q2 2020. 368 funds tracked by Wall St. Rank hold HR as of Q2 2021.

  • Leelyn Smith reported no remaining Healthcare Realty position as of Q2 2021 after selling out during the quarter.
  • Leelyn Smith sold 2,980 Healthcare Realty shares in Q2 2021, an estimated $82K.
  • Leelyn Smith first reported a position in Healthcare Realty in Q4 2019 and held it in 6 quarters.
  • Leelyn Smith's Healthcare Realty position peaked at $99K in Q2 2020.
  • 368 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2021.

Based on Leelyn Smith's 13F filing for Q2 2021, filed 31 Aug 2021.