LIA
HR

LS Investment Advisors’s Healthcare Realty Trust Incorporated HR Stock Holding History

LS Investment Advisors’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
Q1 		– Sell
-6,969
Closed -$206K – 910
2020
Q4 		$206K Hold
6,969
– – 0.01% 812
2020
Q3 		$210K Hold
6,969
– – 0.01% 697
2020
Q2 		$204K Buy
6,969
+318
+5% +$9.52K 0.01% 724
2020
Q1 		$186K Hold
6,651
– – 0.01% 663
2019
Q4 		$222K Buy
6,651
+170
+3% +$5.64K 0.01% 758
2019
Q3 		$217K Buy
6,481
+204
+3% +$6.68K 0.01% 742
2019
Q2 		$197K Sell
6,277
-301
-5% -$9.54K 0.01% 785
2019
Q1 		$211K Sell
6,578
-295
-4% -$9.26K 0.01% 771
2018
Q4 		$195K Sell
6,873
-59
-0.9% -$1.71K 0.01% 755
2018
Q3 		$203K Sell
6,932
-272
-4% -$8.12K 0.01% 845
2018
Q2 		$209K Buy
7,204
+75
+1% +$2.06K 0.01% 848
2018
Q1 		$198K Sell
7,129
-939
-12% -$26.8K 0.01% 850
2017
Q4 		$259K Sell
8,068
-1,516
-16% -$49.2K 0.02% 767
2017
Q3 		$310K Buy
9,584
+429
+5% +$14.2K 0.02% 751
2017
Q2 		$313K Buy
9,155
+1,313
+17% +$44.2K 0.02% 726
2017
Q1 		$255K Sell
7,842
-66
-0.8% -$2.04K 0.02% 743
2016
Q4 		$240K Buy
7,908
+470
+6% +$14.3K 0.02% 731
2016
Q3 		$253K Buy
7,438
+901
+14% +$31.6K 0.02% 674
2016
Q2 		$229K Buy
6,537
+3,039
+87% +$96.4K 0.02% 694
2016
Q1 		$108K Buy
3,498
+193
+6% +$5.61K 0.01% 847
2015
Q4 		$94K Buy
3,305
+80
+2% +$2.13K 0.01% 885
2015
Q3 		$80K Hold
3,225
– – 0.01% 949
2015
Q2 		$75K Buy
+3,225
New +$80.7K 0.01% 1006

Other funds holding HR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

LS Investment Advisors's HR Position: Q1 2021 in Review

LS Investment Advisors sold out of Healthcare Realty Trust Incorporated (HR) in Q1 2021, closing a stake of 6,969 shares — an estimated $206K sold.

LS Investment Advisors first reported a position in HR in Q2 2015 and held it in 23 quarters. The position peaked at $313K in Q2 2017. 292 funds tracked by Wall St. Rank hold HR as of Q1 2021.

  • LS Investment Advisors reported no remaining Healthcare Realty Trust Incorporated position as of Q1 2021 after selling out during the quarter.
  • LS Investment Advisors sold 6,969 Healthcare Realty Trust Incorporated shares in Q1 2021, an estimated $206K.
  • LS Investment Advisors first reported a position in Healthcare Realty Trust Incorporated in Q2 2015 and held it in 23 quarters.
  • LS Investment Advisors's Healthcare Realty Trust Incorporated position peaked at $313K in Q2 2017.
  • 292 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q1 2021.

Based on LS Investment Advisors's 13F filing for Q1 2021, filed 13 May 2021.