Loomis, Sayles & Company
HR

Loomis, Sayles & Company’s Healthcare Realty Trust Incorporated HR Stock Holding History

Loomis, Sayles & Company’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
Q4 		– Sell
-794
Closed -$24K – 945
2021
Q3 		$24K Buy
794
+287
+57% +$8.79K ﹤0.01% 668
2021
Q2 		$15K Buy
+507
New +$15.8K ﹤0.01% 714

Other funds holding HR

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Vanguard Group
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company's HR Position: Q4 2021 in Review

Loomis, Sayles & Company sold out of Healthcare Realty Trust Incorporated (HR) in Q4 2021, closing a stake of 794 shares — an estimated $24K sold.

Loomis, Sayles & Company first reported a position in HR in Q2 2021 and held it in 2 quarters. The position peaked at $24K in Q3 2021. 300 funds tracked by Wall St. Rank hold HR as of Q4 2021.

  • Loomis, Sayles & Company reported no remaining Healthcare Realty Trust Incorporated position as of Q4 2021 after selling out during the quarter.
  • Loomis, Sayles & Company sold 794 Healthcare Realty Trust Incorporated shares in Q4 2021, an estimated $24K.
  • Loomis, Sayles & Company first reported a position in Healthcare Realty Trust Incorporated in Q2 2021 and held it in 2 quarters.
  • Loomis, Sayles & Company's Healthcare Realty Trust Incorporated position peaked at $24K in Q3 2021.
  • 300 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2021.

Based on Loomis, Sayles & Company's 13F filing for Q4 2021, filed 14 Feb 2022.