NICM
HR

Neo Ivy Capital Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

Neo Ivy 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
-436
Closed -$11K – 608
2022
Q2 		$11K Buy
+436
New +$12.2K 0.03% 334
2022
Q1 		– Sell
-9,564
Closed -$303K – 617
2021
Q4 		$303K Buy
9,564
+6,182
+183% +$198K 0.43% 82
2021
Q3 		$99K Buy
3,382
+2,980
+741% +$91.3K 0.11% 249
2021
Q2 		$12K Buy
+402
New +$12.5K 0.01% 391
2021
Q1 		– Sell
-16,432
Closed -$486K – 668
2020
Q4 		$486K Buy
+16,432
New +$494K 0.54% 57
2020
Q3 		– Sell
-3,382
Closed -$99K – 672
2020
Q2 		$99K Buy
+3,382
New +$101K 0.11% 249

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

Neo Ivy Capital Management's HR Position: Q3 2022 in Review

Neo Ivy Capital Management sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 436 shares — an estimated $11K sold.

Neo Ivy Capital Management first reported a position in HR in Q2 2020 and held it in 6 quarters. The position peaked at $486K in Q4 2020. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Neo Ivy Capital Management reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Neo Ivy Capital Management sold 436 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $11K.
  • Neo Ivy Capital Management first reported a position in Healthcare Realty Trust Incorporated in Q2 2020 and held it in 6 quarters.
  • Neo Ivy Capital Management's Healthcare Realty Trust Incorporated position peaked at $486K in Q4 2020.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Neo Ivy Capital Management's 13F filing for Q3 2022, filed 16 Nov 2022.