SIMG
HR

Sonora Investment Management Group’s Healthcare Realty Trust Incorporated HR Stock Holding History

Sonora Investment Management 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
-19,125
Closed -$520K – 214
2022
Q2 		$520K Hold
19,125
– – 0.05% 158
2022
Q1 		$525K Hold
19,125
– – 0.06% 133
2021
Q4 		$605K Buy
+19,125
New +$613K 0.07% 125

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

Sonora Investment Management Group's HR Position: Q3 2022 in Review

Sonora Investment Management Group sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 19,125 shares — an estimated $520K sold.

Sonora Investment Management Group first reported a position in HR in Q4 2021 and held it in 3 quarters. The position peaked at $605K in Q4 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Sonora Investment Management Group reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Sonora Investment Management Group sold 19,125 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $520K.
  • Sonora Investment Management Group first reported a position in Healthcare Realty Trust Incorporated in Q4 2021 and held it in 3 quarters.
  • Sonora Investment Management Group's Healthcare Realty Trust Incorporated position peaked at $605K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Sonora Investment Management Group's 13F filing for Q3 2022, filed 3 Nov 2022.