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Orinda Asset Management’s Healthcare Realty HR Stock Holding History

Orinda Asset 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
2020
Q3 		$520K Buy
+20,000
New +$525K 1.07% 25
2019
Q3 		– Sell
-20,000
Closed -$549K – 30
2019
Q2 		$549K Buy
+20,000
New +$563K 0.74% 28

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Orinda Asset Management's HR Position: Q3 2020 in Review

Orinda Asset Management opened a new position in Healthcare Realty (HR) in Q3 2020: 20,000 shares worth $520K. The stake represents 1.07% of the portfolio and ranks #25 among its holdings. This is a return to the name: Orinda Asset Management previously reported a position in HR as recently as Q2 2019.

Orinda Asset Management first reported a position in HR in Q2 2019 and has held it in 2 quarters since. The position peaked at $549K in Q2 2019. 336 funds tracked by Wall St. Rank hold HR as of Q3 2020.

  • Orinda Asset Management held 20,000 shares of Healthcare Realty worth $520K as of Q3 2020.
  • Healthcare Realty was a new Orinda Asset Management position in Q3 2020.
  • Healthcare Realty made up 1.07% of Orinda Asset Management's portfolio in Q3 2020, its #25 holding.
  • Orinda Asset Management first reported a position in Healthcare Realty in Q2 2019 and has held it in 2 quarters since.
  • Orinda Asset Management's Healthcare Realty position peaked at $549K in Q2 2019.
  • 336 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2020.

Based on Orinda Asset Management's 13F filing for Q3 2020, filed 20 Oct 2020.