SS
HR

Steve Schonfeld’s Healthcare Realty Trust Incorporated HR Stock Holding History

Steve Schonfeld’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
-223,935
Closed -$6.09M – 3409
2022
Q2 		$6.09M Buy
223,935
+186,151
+493% +$5.2M 0.06% 415
2022
Q1 		$1.04M Buy
+37,784
New +$1.11M 0.01% 970
2021
Q4 		– Sell
-69,300
Closed -$2.06M – 2862
2021
Q3 		$2.06M Sell
69,300
-188,344
-73% -$5.77M 0.02% 701
2021
Q2 		$7.78M Buy
257,644
+96,744
+60% +$3.01M 0.08% 349
2021
Q1 		$4.88M Buy
160,900
+8,500
+6% +$256K 0.06% 433
2020
Q4 		$4.51M Buy
+152,400
New +$4.58M 0.06% 413
2020
Q3 		– Sell
-12,554
Closed -$368K – 1819
2020
Q2 		$368K Buy
+12,554
New +$376K 0.01% 921

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

Steve Schonfeld's HR Position: Q3 2022 in Review

Steve Schonfeld sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 223,935 shares — an estimated $6.09M sold.

Steve Schonfeld first reported a position in HR in Q2 2020 and held it in 7 quarters. The position peaked at $7.78M in Q2 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Steve Schonfeld reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Steve Schonfeld sold 223,935 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $6.09M.
  • Steve Schonfeld first reported a position in Healthcare Realty Trust Incorporated in Q2 2020 and held it in 7 quarters.
  • Steve Schonfeld's Healthcare Realty Trust Incorporated position peaked at $7.78M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Schonfeld Strategic Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.