MPWT
HR

MassMutual Private Wealth & Trust’s Healthcare Realty Trust Incorporated HR Stock Holding History

MassMutual Private Wealth & Trust’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
-139
Closed -$4K – 1904
2022
Q2 		$4K Sell
139
-13
-9% -$363 ﹤0.01% 1007
2022
Q1 		$4K Sell
152
-25
-14% -$737 ﹤0.01% 1017
2021
Q4 		$6K Hold
177
– – ﹤0.01% 877
2021
Q3 		$5K Hold
177
– – ﹤0.01% 909
2021
Q2 		$5K Hold
177
– – ﹤0.01% 865
2021
Q1 		$5K Buy
177
+147
+490% +$4.42K ﹤0.01% 741
2020
Q4 		$1K Buy
+30
New +$902 ﹤0.01% 875

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

MassMutual Private Wealth & Trust's HR Position: Q3 2022 in Review

MassMutual Private Wealth & Trust sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 139 shares — an estimated $4K sold.

MassMutual Private Wealth & Trust first reported a position in HR in Q4 2020 and held it in 7 quarters. The position peaked at $6K in Q4 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • MassMutual Private Wealth & Trust reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 139 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $4K.
  • MassMutual Private Wealth & Trust first reported a position in Healthcare Realty Trust Incorporated in Q4 2020 and held it in 7 quarters.
  • MassMutual Private Wealth & Trust's Healthcare Realty Trust Incorporated position peaked at $6K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2022, filed 7 Oct 2022.