Principal Financial Group’s Healthcare Realty Trust Incorporated HR Stock Holding History

Principal Financial Group’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
2022 Q3	–	Sell	-5,923,295	Closed	-$161M	–	2628
2022 Q2	$161M	Buy	5,923,295 +16,357	+0.3%	+$457K	0.12%	184
2022 Q1	$162M	Sell	5,906,938 -5,808,674	-50%	-$171M	0.1%	202
2021 Q4	$371M	Buy	11,715,612 +1,614,865	+16%	+$51.8M	0.22%	122
2021 Q3	$301M	Buy	10,100,747 +4,561,549	+82%	+$140M	0.2%	128
2021 Q2	$167M	Buy	5,539,198 +128,719	+2%	+$4.01M	0.11%	190
2021 Q1	$164M	Sell	5,410,479 -404,141	-7%	-$12.2M	0.12%	186
2020 Q4	$172M	Buy	5,814,620 +4,913,675	+545%	+$148M	0.13%	173
2020 Q3	$27.1M	Buy	900,945 +481,913	+115%	+$13.9M	0.02%	543
2020 Q2	$12.3M	Sell	419,032 -4,336,522	-91%	-$130M	0.01%	934
2020 Q1	$133M	Sell	4,755,554 -489,256	-9%	-$16.6M	0.15%	174
2019 Q4	$175M	Buy	5,244,810 +310,886	+6%	+$10.3M	0.15%	181
2019 Q3	$165M	Buy	4,933,924 +674,999	+16%	+$22.1M	0.15%	181
2019 Q2	$133M	Buy	4,258,925 +3,708,502	+674%	+$118M	0.12%	203
2019 Q1	$17.7M	Buy	550,423 +880	+0.2%	+$27.6K	0.02%	868
2018 Q4	$15.6M	Sell	549,543 -7,713	-1%	-$224K	0.02%	869
2018 Q3	$16.3M	Buy	557,256 +6,252	+1%	+$187K	0.01%	998
2018 Q2	$16M	Buy	551,004 +9,361	+2%	+$257K	0.01%	969
2018 Q1	$15M	Buy	541,643 +9,682	+2%	+$277K	0.01%	988
2017 Q4	$17.1M	Buy	531,961 +4,834	+0.9%	+$157K	0.02%	927
2017 Q3	$17M	Buy	527,127 +32,190	+7%	+$1.06M	0.02%	893
2017 Q2	$16.9M	Buy	494,937 +24,822	+5%	+$835K	0.02%	879
2017 Q1	$15.3M	Buy	470,115 +6,997	+2%	+$217K	0.02%	901
2016 Q4	$14M	Buy	463,118 +6,922	+2%	+$211K	0.02%	948
2016 Q3	$15.5M	Buy	456,196 +29,818	+7%	+$1.05M	0.02%	820
2016 Q2	$14.9M	Buy	426,378 +82,490	+24%	+$2.62M	0.02%	795
2016 Q1	$10.6M	Sell	343,888 -339,011	-50%	-$9.86M	0.02%	957
2015 Q4	$19.3M	Buy	682,899 +30,572	+5%	+$816K	0.03%	582
2015 Q3	$16.2M	Buy	652,327 +22,024	+3%	+$524K	0.03%	640
2015 Q2	$14.7M	Sell	630,303 -5,958	-0.9%	-$149K	0.02%	735
2015 Q1	$17.7M	Buy	636,261 +22,577	+4%	+$643K	0.03%	602
2014 Q4	$16.8M	Buy	613,684 +4,307	+0.7%	+$112K	0.03%	615
2014 Q3	$14.4M	Buy	609,377 +1,725	+0.3%	+$42.7K	0.02%	675
2014 Q2	$15.4M	Sell	607,652 -251	-0%	-$6.26K	0.03%	668
2014 Q1	$14.7M	Buy	607,903 +19,307	+3%	+$443K	0.03%	673
2013 Q4	$12.5M	Buy	588,596 +34,703	+6%	+$786K	0.02%	734
2013 Q3	$12.8M	Buy	553,893 +46,436	+9%	+$1.13M	0.03%	671
2013 Q2	$12.9M	Buy	+507,457	New	+$14.2M	0.03%	622

Other funds holding HR

CWM

CIBC World Markets New York $20.8B AUM

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

RIM

Redpoint Investment Management Sydney, NSW, Australia $684M AUM 13.14% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Principal Financial Group's HR Position: Q3 2022 in Review

Principal Financial Group sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 5,923,295 shares — an estimated $161M sold.

Principal Financial Group first reported a position in HR in Q2 2013 and held it in 37 quarters. The position peaked at $371M in Q4 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

Principal Financial Group reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
Principal Financial Group sold 5,923,295 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $161M.
Principal Financial Group first reported a position in Healthcare Realty Trust Incorporated in Q2 2013 and held it in 37 quarters.
Principal Financial Group's Healthcare Realty Trust Incorporated position peaked at $371M in Q4 2021.
7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Principal Financial Group's 13F filing for Q3 2022, filed 9 Nov 2022.