Optimum Investment Advisors’s Healthcare Realty Trust Incorporated HR Stock Holding History

Optimum Investment Advisors’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
2021 Q3	–	Sell	-100	Closed	-$3K	–	950
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	857
2021 Q1	$3K	Hold	100	–	–	﹤0.01%	862
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	824
2020 Q3	$3K	Sell	100 -180	-64%	-$5.18K	﹤0.01%	815
2020 Q2	$8K	Hold	280	–	–	﹤0.01%	720
2020 Q1	$8K	Hold	280	–	–	﹤0.01%	718
2019 Q4	$9K	Hold	280	–	–	﹤0.01%	793
2019 Q3	$9K	Buy	280 +53	+23%	+$1.74K	﹤0.01%	828
2019 Q2	$7K	Hold	227	–	–	﹤0.01%	830
2019 Q1	$7K	Hold	227	–	–	﹤0.01%	870
2018 Q4	$6K	Hold	227	–	–	﹤0.01%	841
2018 Q3	$7K	Hold	227	–	–	﹤0.01%	899
2018 Q2	$7K	Buy	227 +127	+127%	+$3.49K	﹤0.01%	907
2018 Q1	$3K	Buy	+100	New	+$2.86K	﹤0.01%	952
2015 Q1	$1K	Buy	+42	New	+$1.2K	﹤0.01%	964

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optimum Investment Advisors's HR Position: Q3 2021 in Review

Optimum Investment Advisors sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2021, closing a stake of 100 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in HR in Q1 2015 and held it in 15 quarters. The position peaked at $9K in Q4 2019. 276 funds tracked by Wall St. Rank hold HR as of Q3 2021.

Optimum Investment Advisors reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2021 after selling out during the quarter.
Optimum Investment Advisors sold 100 Healthcare Realty Trust Incorporated shares in Q3 2021, an estimated $3K.
Optimum Investment Advisors first reported a position in Healthcare Realty Trust Incorporated in Q1 2015 and held it in 15 quarters.
Optimum Investment Advisors's Healthcare Realty Trust Incorporated position peaked at $9K in Q4 2019.
276 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.