Ray Dalio
HR

Ray Dalio’s Healthcare Realty Trust Incorporated HR Stock Holding History

Ray Dalio’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
2019
Q1 		– Sell
-14,941
Closed -$425K – 555
2018
Q4 		$425K Buy
+14,941
New +$433K ﹤0.01% 422
2018
Q3 		– Sell
-18,915
Closed -$550K – 523
2018
Q2 		$550K Sell
18,915
-8,800
-32% -$242K 0.01% 349
2018
Q1 		$768K Buy
+27,715
New +$792K 0.01% 346

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ray Dalio's HR Position: Q1 2019 in Review

Ray Dalio sold out of Healthcare Realty Trust Incorporated (HR) in Q1 2019, closing a stake of 14,941 shares — an estimated $425K sold.

Ray Dalio first reported a position in HR in Q1 2018 and held it in 3 quarters. The position peaked at $768K in Q1 2018. 254 funds tracked by Wall St. Rank hold HR as of Q1 2019.

  • Ray Dalio reported no remaining Healthcare Realty Trust Incorporated position as of Q1 2019 after selling out during the quarter.
  • Ray Dalio sold 14,941 Healthcare Realty Trust Incorporated shares in Q1 2019, an estimated $425K.
  • Ray Dalio first reported a position in Healthcare Realty Trust Incorporated in Q1 2018 and held it in 3 quarters.
  • Ray Dalio's Healthcare Realty Trust Incorporated position peaked at $768K in Q1 2018.
  • 254 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q1 2019.

Based on Bridgewater Associates's 13F filing for Q1 2019, filed 14 May 2019.