M
HR

MOTCO’s Healthcare Realty Trust Incorporated HR Stock Holding History

MOTCO’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
-2,083
Closed -$57K – 681
2022
Q2 		$57K Buy
+2,083
New +$58.2K ﹤0.01% 345
2015
Q2 		– Sell
-1,320
Closed -$37K – 622
2015
Q1 		$37K Sell
1,320
-50
-4% -$1.43K ﹤0.01% 303
2014
Q4 		$37K Sell
1,370
-1,235
-47% -$32.2K ﹤0.01% 314
2014
Q3 		$62K Hold
2,605
– – 0.01% 273
2014
Q2 		$66K Hold
2,605
– – 0.01% 264
2014
Q1 		$63K Hold
2,605
– – 0.01% 265
2013
Q4 		$56K Hold
2,605
– – 0.01% 284
2013
Q3 		$60K Hold
2,605
– – 0.01% 281
2013
Q2 		$66K Buy
+2,605
New +$72.8K 0.01% 277

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

MOTCO's HR Position: Q3 2022 in Review

MOTCO sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 2,083 shares — an estimated $57K sold.

MOTCO first reported a position in HR in Q2 2013 and held it in 9 quarters. The position peaked at $66K in Q2 2014. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • MOTCO reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • MOTCO sold 2,083 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $57K.
  • MOTCO first reported a position in Healthcare Realty Trust Incorporated in Q2 2013 and held it in 9 quarters.
  • MOTCO's Healthcare Realty Trust Incorporated position peaked at $66K in Q2 2014.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on MOTCO's 13F filing for Q3 2022, filed 3 Nov 2022.