MOACM
HR

Mutual of America Capital Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

Mutual of America Capital Management’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
-126,729
Closed -$3.45M – 1659
2022
Q2 		$3.45M Sell
126,729
-7,822
-6% -$219K 0.04% 625
2022
Q1 		$3.7M Buy
134,551
+2,612
+2% +$77K 0.04% 698
2021
Q4 		$4.17M Buy
131,939
+3,701
+3% +$119K 0.04% 664
2021
Q3 		$3.82M Buy
128,238
+3,716
+3% +$114K 0.04% 674
2021
Q2 		$3.76M Sell
124,522
-1,413
-1% -$44K 0.04% 677
2021
Q1 		$3.82M Sell
125,935
-1,400
-1% -$42.1K 0.04% 665
2020
Q4 		$3.77M Sell
127,335
-201
-0.2% -$6.04K 0.04% 613
2020
Q3 		$3.84M Buy
127,536
+1,298
+1% +$37.4K 0.05% 493
2020
Q2 		$3.7M Buy
126,238
+1,769
+1% +$52.9K 0.05% 498
2020
Q1 		$3.48M Buy
124,469
+4,851
+4% +$165K 0.06% 437
2019
Q4 		$3.99M Buy
119,618
+4,460
+4% +$148K 0.05% 558
2019
Q3 		$3.86M Buy
115,158
+1,397
+1% +$45.8K 0.05% 538
2019
Q2 		$3.56M Buy
113,761
+3,425
+3% +$109K 0.05% 578
2019
Q1 		$3.54M Buy
110,336
+585
+0.5% +$18.4K 0.05% 577
2018
Q4 		$3.12M Buy
109,751
+2,036
+2% +$59.1K 0.05% 571
2018
Q3 		$3.15M Buy
107,715
+299
+0.3% +$8.93K 0.04% 665
2018
Q2 		$3.12M Buy
107,416
+5,046
+5% +$139K 0.05% 671
2018
Q1 		$2.84M Sell
102,370
-1,250
-1% -$35.7K 0.04% 694
2017
Q4 		$3.33M Buy
103,620
+1,320
+1% +$42.9K 0.05% 612
2017
Q3 		$3.31M Buy
102,300
+7,402
+8% +$245K 0.05% 587
2017
Q2 		$3.24M Buy
94,898
+1,454
+2% +$48.9K 0.06% 579
2017
Q1 		$3.04M Buy
93,444
+4,175
+5% +$129K 0.05% 596
2016
Q4 		$2.71M Sell
89,269
-183
-0.2% -$5.58K 0.05% 625
2016
Q3 		$3.05M Buy
89,452
+2,764
+3% +$97.1K 0.06% 533
2016
Q2 		$3.03M Buy
86,688
+14,742
+20% +$468K 0.06% 493
2016
Q1 		$2.22M Buy
+71,946
New +$2.09M 0.05% 622

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

Mutual of America Capital Management's HR Position: Q3 2022 in Review

Mutual of America Capital Management sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 126,729 shares — an estimated $3.45M sold.

Mutual of America Capital Management first reported a position in HR in Q1 2016 and held it in 26 quarters. The position peaked at $4.17M in Q4 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Mutual of America Capital Management reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Mutual of America Capital Management sold 126,729 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $3.45M.
  • Mutual of America Capital Management first reported a position in Healthcare Realty Trust Incorporated in Q1 2016 and held it in 26 quarters.
  • Mutual of America Capital Management's Healthcare Realty Trust Incorporated position peaked at $4.17M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Mutual of America Capital Management's 13F filing for Q3 2022, filed 8 Nov 2022.