OPS
HR

Orion Portfolio Solutions’s Healthcare Realty Trust Incorporated HR Stock Holding History

Orion Portfolio Solutions’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 		– Sell
-83
Closed -$2K – 2463
2020
Q2 		$2K Buy
+83
New +$2.48K ﹤0.01% 1882
2020
Q1 		– Sell
-165
Closed -$6K – 2547
2019
Q4 		$6K Buy
+165
New +$5.47K ﹤0.01% 1230

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 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

Orion Portfolio Solutions's HR Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2020, closing a stake of 83 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in HR in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 286 funds tracked by Wall St. Rank hold HR as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 83 Healthcare Realty Trust Incorporated shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in Healthcare Realty Trust Incorporated in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's Healthcare Realty Trust Incorporated position peaked at $6K in Q4 2019.
  • 286 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.