PIM
HR

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

Perpetual Investment 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
2021
Q1 		– Sell
-9,470
Closed -$278K – 252
2020
Q4 		$278K Buy
+9,470
New +$285K 0.04% 185

Other funds holding HR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Perpetual Investment Management's HR Position: Q1 2021 in Review

Perpetual Investment Management sold out of Healthcare Realty Trust Incorporated (HR) in Q1 2021, closing a stake of 9,470 shares — an estimated $278K sold.

Perpetual Investment Management first reported a position in HR in Q4 2020 and held it in 1 quarter. The position peaked at $278K in Q4 2020. 292 funds tracked by Wall St. Rank hold HR as of Q1 2021.

  • Perpetual Investment Management reported no remaining Healthcare Realty Trust Incorporated position as of Q1 2021 after selling out during the quarter.
  • Perpetual Investment Management sold 9,470 Healthcare Realty Trust Incorporated shares in Q1 2021, an estimated $278K.
  • Perpetual Investment Management first reported a position in Healthcare Realty Trust Incorporated in Q4 2020 and held it in 1 quarter.
  • Perpetual Investment Management's Healthcare Realty Trust Incorporated position peaked at $278K in Q4 2020.
  • 292 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q1 2021.

Based on Perpetual Investment Management's 13F filing for Q1 2021, filed 11 May 2021.