SIA
HR

Sit Investment Associates’s Healthcare Realty Trust Incorporated HR Stock Holding History

Sit Investment Associates’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
Q2 		– Sell
-41,150
Closed -$1.32M – 565
2019
Q1 		$1.32M Sell
41,150
-35,650
-46% -$1.12M 0.04% 305
2018
Q4 		$2.18M Sell
76,800
-87,275
-53% -$2.53M 0.07% 253
2018
Q3 		$4.8M Sell
164,075
-19,600
-11% -$585K 0.12% 173
2018
Q2 		$5.34M Buy
+183,675
New +$5.05M 0.14% 180

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sit Investment Associates's HR Position: Q2 2019 in Review

Sit Investment Associates sold out of Healthcare Realty Trust Incorporated (HR) in Q2 2019, closing a stake of 41,150 shares — an estimated $1.32M sold.

Sit Investment Associates first reported a position in HR in Q2 2018 and held it in 4 quarters. The position peaked at $5.34M in Q2 2018. 235 funds tracked by Wall St. Rank hold HR as of Q2 2019.

  • Sit Investment Associates reported no remaining Healthcare Realty Trust Incorporated position as of Q2 2019 after selling out during the quarter.
  • Sit Investment Associates sold 41,150 Healthcare Realty Trust Incorporated shares in Q2 2019, an estimated $1.32M.
  • Sit Investment Associates first reported a position in Healthcare Realty Trust Incorporated in Q2 2018 and held it in 4 quarters.
  • Sit Investment Associates's Healthcare Realty Trust Incorporated position peaked at $5.34M in Q2 2018.
  • 235 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q2 2019.

Based on Sit Investment Associates's 13F filing for Q2 2019, filed 14 Aug 2019.