NIMC
HR

NWQ Investment Management Company’s Healthcare Realty Trust Incorporated HR Stock Holding History

NWQ Investment Management Company’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
2020
Q3 		$23.9M Buy
792,866
+322,088
+68% +$9.27M 1.08% 34
2020
Q2 		$13.8K Sell
470,778
-302,623
-39% -$9.06M 0.46% 68
2020
Q1 		$21.6M Buy
773,401
+288,179
+59% +$9.78M 0.87% 40
2019
Q4 		$16.2M Buy
485,222
+102,783
+27% +$3.41M 0.4% 94
2019
Q3 		$12.8M Buy
+382,439
New +$12.5M 0.31% 110

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

NWQ Investment Management Company's HR Position: Q3 2020 in Review

NWQ Investment Management Company increased its Healthcare Realty Trust Incorporated (HR) stake by 68% in Q3 2020, buying an estimated $9.27M and bringing the position to 792,866 shares worth $23.9M. The position accounts for 1.08% of the portfolio, ranked #34.

NWQ Investment Management Company first reported a position in HR in Q3 2019 and has held it in 5 quarters since. 286 funds tracked by Wall St. Rank hold HR as of Q3 2020.

  • NWQ Investment Management Company held 792,866 shares of Healthcare Realty Trust Incorporated worth $23.9M as of Q3 2020.
  • NWQ Investment Management Company bought 322,088 Healthcare Realty Trust Incorporated shares in Q3 2020, an estimated $9.27M.
  • Healthcare Realty Trust Incorporated made up 1.08% of NWQ Investment Management Company's portfolio in Q3 2020, its #34 holding.
  • NWQ Investment Management Company first reported a position in Healthcare Realty Trust Incorporated in Q3 2019 and has held it in 5 quarters since.
  • 286 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2020.

Based on NWQ Investment Management Company's 13F filing for Q3 2020, filed 16 Nov 2020.