Shelton Capital Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

Shelton Capital Management’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	-7,860	Closed	-$214K	–	741
2022 Q2	$214K	Hold	7,860	–	–	0.01%	643
2022 Q1	$216K	Hold	7,860	–	–	0.01%	745
2021 Q4	$249K	Hold	7,860	–	–	0.01%	666
2021 Q3	$234K	Hold	7,860	–	–	0.01%	686
2021 Q2	$237K	Hold	7,860	–	–	0.01%	693
2021 Q1	$238K	Hold	7,860	–	–	0.01%	669
2020 Q4	$233K	Hold	7,860	–	–	0.01%	612
2020 Q3	$237K	Hold	7,860	–	–	0.01%	617
2020 Q2	$230K	Hold	7,860	–	–	0.01%	540
2020 Q1	$220K	Hold	7,860	–	–	0.02%	514
2019 Q4	$262K	Hold	7,860	–	–	0.01%	603
2019 Q3	$263K	Hold	7,860	–	–	0.02%	593
2019 Q2	$246K	Buy	7,860 +7,608	+3,019%	+$241K	0.01%	657
2019 Q1	$7.86K	Sell	252 -7,608	-97%	-$239K	0.03%	465
2018 Q4	$224K	Hold	7,860	–	–	0.02%	645
2018 Q3	$230K	Hold	7,860	–	–	0.01%	774
2018 Q2	$229K	Hold	7,860	–	–	0.01%	721
2018 Q1	$218K	Hold	7,860	–	–	0.01%	734
2017 Q4	$252K	Hold	7,860	–	–	0.02%	683
2017 Q3	$254K	Hold	7,860	–	–	0.02%	653
2017 Q2	$268K	Hold	7,860	–	–	0.02%	642
2017 Q1	$255K	Sell	7,860 -8,443	-52%	-$261K	0.02%	668
2016 Q4	$494K	Hold	16,303	–	–	0.04%	368
2016 Q3	$555K	Buy	16,303 +7,860	+93%	+$276K	0.05%	337
2016 Q2	$295K	Hold	8,443	–	–	0.03%	561
2016 Q1	$261K	Buy	8,443 +785	+10%	+$22.8K	0.02%	621
2015 Q4	$217K	Buy	+7,658	New	+$204K	0.02%	676
2015 Q2	–	Sell	-7,658	Closed	-$213K	–	828
2015 Q1	$213K	Hold	7,658	–	–	0.02%	750
2014 Q4	$209K	Buy	+7,658	New	+$199K	0.02%	742

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

Shelton Capital Management's HR Position: Q3 2022 in Review

Shelton Capital Management sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 7,860 shares — an estimated $214K sold.

Shelton Capital Management first reported a position in HR in Q4 2014 and held it in 29 quarters. The position peaked at $555K in Q3 2016. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

Shelton Capital Management reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
Shelton Capital Management sold 7,860 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $214K.
Shelton Capital Management first reported a position in Healthcare Realty Trust Incorporated in Q4 2014 and held it in 29 quarters.
Shelton Capital Management's Healthcare Realty Trust Incorporated position peaked at $555K in Q3 2016.
7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Shelton Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.