ST
HR

Smithfield Trust’s Healthcare Realty Trust Incorporated HR Stock Holding History

Smithfield Trust’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
-305
Closed -$8K – 1105
2022
Q2 		$8K Hold
305
– – ﹤0.01% 871
2022
Q1 		$8K Hold
305
– – ﹤0.01% 900
2021
Q4 		$9K Hold
305
– – ﹤0.01% 890
2021
Q3 		$8K Hold
305
– – ﹤0.01% 917
2021
Q2 		$9K Hold
305
– – ﹤0.01% 872
2021
Q1 		$9K Hold
305
– – ﹤0.01% 890
2020
Q4 		$9K Hold
305
– – ﹤0.01% 854
2020
Q3 		$9K Buy
305
+160
+110% +$4.6K ﹤0.01% 805
2020
Q2 		$4K Hold
145
– – ﹤0.01% 906
2020
Q1 		$4K Hold
145
– – ﹤0.01% 832
2019
Q4 		$5K Hold
145
– – ﹤0.01% 813
2019
Q3 		$5K Hold
145
– – ﹤0.01% 849
2019
Q2 		$5K Hold
145
– – ﹤0.01% 823
2019
Q1 		$5K Hold
145
– – ﹤0.01% 778
2018
Q4 		$4K Hold
145
– – ﹤0.01% 801
2018
Q3 		$4K Hold
145
– – ﹤0.01% 878
2018
Q2 		$4K Hold
145
– – ﹤0.01% 891
2018
Q1 		$4K Hold
145
– – ﹤0.01% 898
2017
Q4 		$5K Buy
+145
New +$4.71K ﹤0.01% 873

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Smithfield Trust's HR Position: Q3 2022 in Review

Smithfield Trust sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 305 shares — an estimated $8K sold.

Smithfield Trust first reported a position in HR in Q4 2017 and held it in 19 quarters. The position peaked at $9K in Q4 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Smithfield Trust reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Smithfield Trust sold 305 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $8K.
  • Smithfield Trust first reported a position in Healthcare Realty Trust Incorporated in Q4 2017 and held it in 19 quarters.
  • Smithfield Trust's Healthcare Realty Trust Incorporated position peaked at $9K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Smithfield Trust's 13F filing for Q3 2022, filed 14 Nov 2022.