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Pinion Investment Advisors’s Healthcare Realty HR Stock Holding History

Pinion 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
-8,012
Closed -$214K – 152
2021
Q2 		$214K Sell
8,012
-5,933
-43% -$168K 0.17% 144
2021
Q1 		$385K Buy
13,945
+885
+7% +$24.7K 0.36% 104
2020
Q4 		$360K Buy
13,060
+200
+2% +$5.28K 0.38% 90
2020
Q3 		$341K Hold
12,860
– – 0.51% 75
2020
Q2 		$341K Sell
12,860
-450
-3% -$11.5K 0.51% 75
2020
Q1 		$323K Buy
13,310
+2,105
+19% +$63.6K 0.69% 69
2019
Q4 		$339K Sell
11,205
-655
-6% -$19.6K 0.63% 80
2019
Q3 		$348K Buy
11,860
+235
+2% +$6.57K 0.71% 73
2019
Q2 		$319K Sell
11,625
-1,330
-10% -$37.4K 0.68% 79
2019
Q1 		$370K Buy
12,955
+145
+1% +$4.03K 0.65% 81
2018
Q4 		$324K Sell
12,810
-2,240
-15% -$59.3K 0.68% 72
2018
Q3 		$401K Sell
15,050
-100
-0.7% -$2.76K 0.77% 54
2018
Q2 		$408K Sell
15,150
-2,775
-15% -$70.6K 0.79% 55
2018
Q1 		$474K Buy
+17,925
New +$477K 1.02% 37

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Pinion Investment Advisors sold out of Healthcare Realty (HR) in Q3 2021, closing a stake of 8,012 shares — an estimated $214K sold.

Pinion Investment Advisors first reported a position in HR in Q1 2018 and held it in 14 quarters. The position peaked at $474K in Q1 2018. 337 funds tracked by Wall St. Rank hold HR as of Q3 2021.

  • Pinion Investment Advisors reported no remaining Healthcare Realty position as of Q3 2021 after selling out during the quarter.
  • Pinion Investment Advisors sold 8,012 Healthcare Realty shares in Q3 2021, an estimated $214K.
  • Pinion Investment Advisors first reported a position in Healthcare Realty in Q1 2018 and held it in 14 quarters.
  • Pinion Investment Advisors's Healthcare Realty position peaked at $474K in Q1 2018.
  • 337 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2021.

Based on Pinion Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.