Morgan Stanley
HR

Morgan Stanley’s Healthcare Realty Trust Incorporated HR Stock Holding History

Morgan Stanley’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
-728,696
Closed -$19.8M – 8241
2022
Q2 		$19.8M Sell
728,696
-288,322
-28% -$8.06M ﹤0.01% 2302
2022
Q1 		$27.9M Buy
1,017,018
+497,684
+96% +$14.7M ﹤0.01% 1773
2021
Q4 		$16.4M Buy
519,334
+90,742
+21% +$2.91M ﹤0.01% 2368
2021
Q3 		$12.8M Sell
428,592
-81,906
-16% -$2.51M ﹤0.01% 2608
2021
Q2 		$15.4M Buy
510,498
+244,343
+92% +$7.61M ﹤0.01% 2468
2021
Q1 		$8.07M Sell
266,155
-1,942,415
-88% -$58.4M ﹤0.01% 2874
2020
Q4 		$65.4M Buy
2,208,570
+384,746
+21% +$11.6M 0.01% 925
2020
Q3 		$54.9M Sell
1,823,824
-515,988
-22% -$14.8M 0.01% 852
2020
Q2 		$68.5M Sell
2,339,812
-400,751
-15% -$12M 0.02% 703
2020
Q1 		$76.5M Sell
2,740,563
-931,812
-25% -$31.6M 0.02% 571
2019
Q4 		$123M Buy
3,672,375
+33,219
+0.9% +$1.1M 0.03% 526
2019
Q3 		$122M Sell
3,639,156
-348,373
-9% -$11.4M 0.03% 490
2019
Q2 		$125M Sell
3,987,529
-447,359
-10% -$14.2M 0.03% 488
2019
Q1 		$142M Sell
4,434,888
-190,325
-4% -$5.97M 0.04% 429
2018
Q4 		$132M Sell
4,625,213
-318,111
-6% -$9.23M 0.04% 435
2018
Q3 		$145M Buy
4,943,324
+11,699
+0.2% +$349K 0.04% 464
2018
Q2 		$143M Buy
4,931,625
+28,062
+0.6% +$772K 0.04% 439
2018
Q1 		$136M Sell
4,903,563
-315,824
-6% -$9.02M 0.04% 456
2017
Q4 		$168M Sell
5,219,387
-491,114
-9% -$15.9M 0.05% 403
2017
Q3 		$185M Buy
5,710,501
+829,668
+17% +$27.4M 0.06% 335
2017
Q2 		$167M Sell
4,880,833
-416,718
-8% -$14M 0.05% 380
2017
Q1 		$172M Buy
5,297,551
+1,822,804
+52% +$56.4M 0.05% 365
2016
Q4 		$105M Buy
3,474,747
+437,325
+14% +$13.3M 0.03% 517
2016
Q3 		$103M Buy
3,037,422
+14,476
+0.5% +$508K 0.04% 515
2016
Q2 		$106M Sell
3,022,946
-48,763
-2% -$1.55M 0.04% 489
2016
Q1 		$94.9M Sell
3,071,709
-71,164
-2% -$2.07M 0.04% 491
2015
Q4 		$89M Sell
3,142,873
-36,273
-1% -$968K 0.03% 543
2015
Q3 		$79M Buy
3,179,146
+349,147
+12% +$8.31M 0.03% 568
2015
Q2 		$65.8M Sell
2,829,999
-26,829
-0.9% -$672K 0.02% 721
2015
Q1 		$79.4M Sell
2,856,828
-289,931
-9% -$8.26M 0.03% 593
2014
Q4 		$86M Sell
3,146,759
-2,058,225
-40% -$53.6M 0.03% 571
2014
Q3 		$123M Sell
5,204,984
-67,841
-1% -$1.68M 0.05% 431
2014
Q2 		$134M Sell
5,272,825
-13,824
-0.3% -$345K 0.05% 402
2014
Q1 		$128M Sell
5,286,649
-53,083
-1% -$1.22M 0.05% 391
2013
Q4 		$114M Sell
5,339,732
-83,748
-2% -$1.9M 0.05% 407
2013
Q3 		$125M Buy
5,423,480
+11,148
+0.2% +$271K 0.06% 357
2013
Q2 		$138M Buy
+5,412,332
New +$151M 0.07% 315

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

Morgan Stanley's HR Position: Q3 2022 in Review

Morgan Stanley sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 728,696 shares — an estimated $19.8M sold.

Morgan Stanley first reported a position in HR in Q2 2013 and held it in 37 quarters. The position peaked at $185M in Q3 2017. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Morgan Stanley reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Morgan Stanley sold 728,696 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $19.8M.
  • Morgan Stanley first reported a position in Healthcare Realty Trust Incorporated in Q2 2013 and held it in 37 quarters.
  • Morgan Stanley's Healthcare Realty Trust Incorporated position peaked at $185M in Q3 2017.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Morgan Stanley's 13F filing for Q3 2022, filed 14 Nov 2022.