Northwestern Mutual Wealth Management
HR

Northwestern Mutual Wealth Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

Northwestern Mutual Wealth 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
-207
Closed -$6K – 3548
2022
Q2 		$6K Hold
207
– – ﹤0.01% 2691
2022
Q1 		$6K Hold
207
– – ﹤0.01% 2717
2021
Q4 		$7K Hold
207
– – ﹤0.01% 2703
2021
Q3 		$6K Sell
207
-330
-61% -$10.1K ﹤0.01% 2642
2021
Q2 		$16K Buy
537
+330
+159% +$10.3K ﹤0.01% 2293
2021
Q1 		$6K Sell
207
-62
-23% -$1.86K ﹤0.01% 2436
2020
Q4 		$8K Buy
269
+12
+5% +$361 ﹤0.01% 2280
2020
Q3 		$8K Buy
257
+50
+24% +$1.44K ﹤0.01% 2068
2020
Q2 		$6K Hold
207
– – ﹤0.01% 2057
2020
Q1 		$6K Hold
207
– – ﹤0.01% 2048
2019
Q4 		$7K Sell
207
-42
-17% -$1.39K ﹤0.01% 2020
2019
Q3 		$8K Buy
249
+42
+20% +$1.38K ﹤0.01% 1992
2019
Q2 		$6K Hold
207
– – ﹤0.01% 2107
2019
Q1 		$7K Sell
207
-42,025
-100% -$1.32M ﹤0.01% 2075
2018
Q4 		$1.2M Hold
42,232
– – 0.01% 405
2018
Q3 		$1.24M Hold
42,232
– – 0.01% 391
2018
Q2 		$1.23M Hold
42,232
– – 0.01% 378
2018
Q1 		$1.17M Buy
42,232
+9,363
+28% +$267K 0.01% 362
2017
Q4 		$1.06M Hold
32,869
– – 0.01% 361
2017
Q3 		$1.06M Sell
32,869
-124
-0.4% -$4.1K 0.01% 343
2017
Q2 		$1.13M Buy
32,993
+10,765
+48% +$362K 0.01% 330
2017
Q1 		$722K Sell
22,228
-301
-1% -$9.31K 0.01% 389
2016
Q4 		$683K Buy
+22,529
New +$687K 0.01% 387
2016
Q3 		– Sell
-24,037
Closed -$841K – 2097
2016
Q2 		$841K Buy
24,037
+14,346
+148% +$455K 0.01% 328
2016
Q1 		$299K Buy
9,691
+688
+8% +$20K ﹤0.01% 486
2015
Q4 		$255K Buy
+9,003
New +$240K 0.01% 478
2015
Q3 		– Sell
-143
Closed -$3K – 1999
2015
Q2 		$3K Hold
143
– – ﹤0.01% 1246
2015
Q1 		$4K Hold
143
– – ﹤0.01% 1277
2014
Q4 		$4K Hold
143
– – ﹤0.01% 1398
2014
Q3 		$3K Hold
143
– – ﹤0.01% 1172
2014
Q2 		$4K Hold
143
– – ﹤0.01% 1084
2014
Q1 		$3K Hold
143
– – ﹤0.01% 1125
2013
Q4 		$3K Hold
143
– – ﹤0.01% 1226
2013
Q3 		$3K Sell
143
-248
-63% -$6.03K ﹤0.01% 1161
2013
Q2 		$10K Buy
+391
New +$10.9K ﹤0.01% 857

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

Northwestern Mutual Wealth Management's HR Position: Q3 2022 in Review

Northwestern Mutual Wealth Management sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 207 shares — an estimated $6K sold.

Northwestern Mutual Wealth Management first reported a position in HR in Q2 2013 and held it in 35 quarters. The position peaked at $1.24M in Q3 2018. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Northwestern Mutual Wealth Management reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 207 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $6K.
  • Northwestern Mutual Wealth Management first reported a position in Healthcare Realty Trust Incorporated in Q2 2013 and held it in 35 quarters.
  • Northwestern Mutual Wealth Management's Healthcare Realty Trust Incorporated position peaked at $1.24M in Q3 2018.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.