Retirement Group’s Healthcare Realty HR Stock Holding History

Retirement 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	-500	Closed	-$14K	–	620
2022 Q2	$14K	Hold	500	–	–	0.01%	378
2022 Q1	$16K	Hold	500	–	–	0.01%	375
2021 Q4	$17K	Hold	500	–	–	0.01%	358
2021 Q3	$15K	Hold	500	–	–	0.01%	341
2021 Q2	$13K	Hold	500	–	–	0.01%	378
2021 Q1	$14K	Hold	500	–	–	0.01%	436
2020 Q4	$13K	Hold	500	–	–	0.01%	403
2020 Q3	$13K	Hold	500	–	–	0.01%	381
2020 Q2	$13K	Buy	+500	New	+$12.8K	0.01%	362
2019 Q4	$15K	Buy	+500	New	+$14.9K	0.01%	356

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Retirement Group's HR Position: Q3 2022 in Review

Retirement Group sold out of Healthcare Realty (HR) in Q3 2022, closing a stake of 500 shares — an estimated $14K sold.

Retirement Group first reported a position in HR in Q4 2019 and held it in 10 quarters. The position peaked at $17K in Q4 2021. 393 funds tracked by Wall St. Rank hold HR as of Q3 2022.

Retirement Group reported no remaining Healthcare Realty position as of Q3 2022 after selling out during the quarter.
Retirement Group sold 500 Healthcare Realty shares in Q3 2022, an estimated $14K.
Retirement Group first reported a position in Healthcare Realty in Q4 2019 and held it in 10 quarters.
Retirement Group's Healthcare Realty position peaked at $17K in Q4 2021.
393 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.