PO
HR

Private Ocean’s Healthcare Realty Trust Incorporated HR Stock Holding History

Private Ocean’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
Q4 		– Sell
-1,000
Closed -$30K – 641
2021
Q3 		$30K Buy
+1,000
New +$30.6K ﹤0.01% 320

Other funds holding HR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Ocean's HR Position: Q4 2021 in Review

Private Ocean sold out of Healthcare Realty Trust Incorporated (HR) in Q4 2021, closing a stake of 1,000 shares — an estimated $30K sold.

Private Ocean first reported a position in HR in Q3 2021 and held it in 1 quarter. The position peaked at $30K in Q3 2021. 300 funds tracked by Wall St. Rank hold HR as of Q4 2021.

  • Private Ocean reported no remaining Healthcare Realty Trust Incorporated position as of Q4 2021 after selling out during the quarter.
  • Private Ocean sold 1,000 Healthcare Realty Trust Incorporated shares in Q4 2021, an estimated $30K.
  • Private Ocean first reported a position in Healthcare Realty Trust Incorporated in Q3 2021 and held it in 1 quarter.
  • Private Ocean's Healthcare Realty Trust Incorporated position peaked at $30K in Q3 2021.
  • 300 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2021.

Based on Private Ocean's 13F filing for Q4 2021, filed 25 Jan 2022.