MCC
HR

Money Concepts Capital’s Healthcare Realty Trust Incorporated HR Stock Holding History

Money Concepts Capital’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
-18,047
Closed -$503K – 1712
2022
Q2 		$503K Buy
18,047
+564
+3% +$15.8K 0.04% 279
2022
Q1 		$480K Buy
17,483
+2,508
+17% +$73.9K 0.03% 457
2021
Q4 		$474K Buy
+14,975
New +$480K 0.04% 328
2021
Q1 		$342K Buy
11,270
+1,979
+21% +$59.5K 0.03% 380
2020
Q4 		$275K Buy
+9,291
New +$279K 0.03% 368

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

Money Concepts Capital's HR Position: Q3 2022 in Review

Money Concepts Capital sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 18,047 shares — an estimated $503K sold.

Money Concepts Capital first reported a position in HR in Q4 2020 and held it in 5 quarters. The position peaked at $503K in Q2 2022. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Money Concepts Capital reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Money Concepts Capital sold 18,047 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $503K.
  • Money Concepts Capital first reported a position in Healthcare Realty Trust Incorporated in Q4 2020 and held it in 5 quarters.
  • Money Concepts Capital's Healthcare Realty Trust Incorporated position peaked at $503K in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Money Concepts Capital's 13F filing for Q3 2022, filed 27 Oct 2022.