LOIM
HR

Liberty One Investment Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

Liberty One Investment 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
2022
Q3 		– Sell
-51,079
Closed -$1.54M – 153
2022
Q2 		$1.54M Sell
51,079
-14,237
-22% -$398K 0.26% 67
2022
Q1 		$1.79M Buy
65,316
+5,688
+10% +$168K 0.27% 70
2021
Q4 		$1.89M Buy
59,628
+5,060
+9% +$162K 0.28% 65
2021
Q3 		$1.63M Buy
54,568
+3,489
+7% +$107K 0.28% 69
2021
Q2 		$1.54M Buy
51,079
+4,173
+9% +$130K 0.26% 67
2021
Q1 		$1.42M Buy
46,906
+4,377
+10% +$132K 0.25% 69
2020
Q4 		$1.26M Buy
42,529
+3,324
+8% +$99.9K 0.24% 69
2020
Q3 		$1.18M Buy
39,205
+2,934
+8% +$84.4K 0.24% 59
2020
Q2 		$1.06M Buy
36,271
+1,469
+4% +$44K 0.24% 63
2020
Q1 		$972K Buy
34,802
+505
+1% +$17.1K 0.25% 55
2019
Q4 		$1.14M Buy
+34,297
New +$1.14M 0.25% 68

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

Liberty One Investment Management's HR Position: Q3 2022 in Review

Liberty One Investment Management sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 51,079 shares — an estimated $1.54M sold.

Liberty One Investment Management first reported a position in HR in Q4 2019 and held it in 11 quarters. The position peaked at $1.89M in Q4 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Liberty One Investment Management reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Liberty One Investment Management sold 51,079 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $1.54M.
  • Liberty One Investment Management first reported a position in Healthcare Realty Trust Incorporated in Q4 2019 and held it in 11 quarters.
  • Liberty One Investment Management's Healthcare Realty Trust Incorporated position peaked at $1.89M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Liberty One Investment Management's 13F filing for Q3 2022, filed 16 Nov 2022.