Mackenzie Financial’s Healthcare Realty Trust Incorporated HR Stock Holding History

Mackenzie Financial’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	-11,182	Closed	-$312K	–	1548
2022 Q2	$312K	Buy	11,182 +1,939	+21%	+$54.2K	﹤0.01%	1075
2022 Q1	$254K	Buy	9,243 +1,031	+13%	+$30.4K	﹤0.01%	1199
2021 Q4	$260K	Sell	8,212 -389	-5%	-$12.5K	﹤0.01%	1220
2021 Q3	$256K	Buy	+8,601	New	+$264K	﹤0.01%	1208

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mackenzie Financial's HR Position: Q3 2022 in Review

Mackenzie Financial sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 11,182 shares — an estimated $312K sold.

Mackenzie Financial first reported a position in HR in Q3 2021 and held it in 4 quarters. The position peaked at $312K in Q2 2022. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

Mackenzie Financial reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
Mackenzie Financial sold 11,182 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $312K.
Mackenzie Financial first reported a position in Healthcare Realty Trust Incorporated in Q3 2021 and held it in 4 quarters.
Mackenzie Financial's Healthcare Realty Trust Incorporated position peaked at $312K in Q2 2022.
7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Mackenzie Financial's 13F filing for Q3 2022, filed 7 Oct 2022.