Sumitomo Mitsui Trust Group
HR

Sumitomo Mitsui Trust Group’s Healthcare Realty Trust Incorporated HR Stock Holding History

Sumitomo Mitsui Trust 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
-178,740
Closed -$4.86M – 1260
2022
Q2 		$4.86M Sell
178,740
-14,502
-8% -$405K ﹤0.01% 868
2022
Q1 		$5.31M Sell
193,242
-18,128
-9% -$534K ﹤0.01% 847
2021
Q4 		$6.69M Sell
211,370
-47,834
-18% -$1.53M ﹤0.01% 810
2021
Q3 		$7.72M Buy
259,204
+427
+0.2% +$13.1K ﹤0.01% 802
2021
Q2 		$7.82M Sell
258,777
-22,464
-8% -$700K ﹤0.01% 812
2021
Q1 		$8.53M Sell
281,241
-20,085
-7% -$604K 0.01% 796
2020
Q4 		$8.92M Buy
301,326
+18,119
+6% +$545K 0.01% 789
2020
Q3 		$8.53M Sell
283,207
-14,366
-5% -$413K 0.01% 778
2020
Q2 		$8.72M Buy
297,573
+20,345
+7% +$609K 0.01% 754
2020
Q1 		$7.74M Buy
277,228
+42,604
+18% +$1.45M 0.01% 740
2019
Q4 		$7.83M Buy
234,624
+57,162
+32% +$1.9M 0.01% 762
2019
Q3 		$5.95M Buy
177,462
+27,691
+18% +$907K 0.01% 768
2019
Q2 		$4.69M Buy
149,771
+68,380
+84% +$2.17M ﹤0.01% 774
2019
Q1 		$2.61M Sell
81,391
-49,200
-38% -$1.54M ﹤0.01% 765
2018
Q4 		$3.7M Buy
130,591
+1,479
+1% +$42.9K ﹤0.01% 712
2018
Q3 		$3.78M Sell
129,112
-443
-0.3% -$13.2K ﹤0.01% 728
2018
Q2 		$3.77M Buy
129,555
+9,195
+8% +$253K ﹤0.01% 731
2018
Q1 		$3.33M Buy
120,360
+6,001
+5% +$171K ﹤0.01% 727
2017
Q4 		$3.67M Sell
114,359
-496
-0.4% -$16.1K ﹤0.01% 725
2017
Q3 		$3.71M Buy
114,855
+2,277
+2% +$75.3K 0.01% 713
2017
Q2 		$3.85M Sell
112,578
-76
-0.1% -$2.56K 0.01% 708
2017
Q1 		$3.66M Sell
112,654
-3,701
-3% -$115K 0.01% 691
2016
Q4 		$3.53M Buy
116,355
+33,455
+40% +$1.02M 0.01% 691
2016
Q3 		$2.82M Buy
82,900
+6,589
+9% +$231K ﹤0.01% 697
2016
Q2 		$2.67M Sell
76,311
-597
-0.8% -$18.9K ﹤0.01% 692
2016
Q1 		$2.38M Buy
76,908
+5,725
+8% +$166K ﹤0.01% 711
2015
Q4 		$2.01M Sell
71,183
-667
-0.9% -$17.8K ﹤0.01% 725
2015
Q3 		$1.78M Buy
71,850
+3,939
+6% +$93.8K ﹤0.01% 728
2015
Q2 		$1.58M Buy
67,911
+4,653
+7% +$116K ﹤0.01% 758
2015
Q1 		$1.76M Sell
63,258
-1,684
-3% -$48K ﹤0.01% 738
2014
Q4 		$1.81M Sell
64,942
-6,099
-9% -$159K ﹤0.01% 736
2014
Q3 		$1.68M Buy
71,041
+2,391
+3% +$59.2K ﹤0.01% 725
2014
Q2 		$1.75M Buy
68,650
+5,163
+8% +$129K ﹤0.01% 681
2014
Q1 		$1.53M Buy
63,487
+1,889
+3% +$43.4K ﹤0.01% 679
2013
Q4 		$1.32M Buy
61,598
+352
+0.6% +$7.97K ﹤0.01% 685
2013
Q3 		$1.42M Buy
61,246
+1,552
+3% +$37.7K ﹤0.01% 670
2013
Q2 		$1.52M Buy
+59,694
New +$1.67M ﹤0.01% 661

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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sumitomo Mitsui Trust Group's HR Position: Q3 2022 in Review

Sumitomo Mitsui Trust Group sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 178,740 shares — an estimated $4.86M sold.

Sumitomo Mitsui Trust Group first reported a position in HR in Q2 2013 and held it in 37 quarters. The position peaked at $8.92M in Q4 2020. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Sumitomo Mitsui Trust Group reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 178,740 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $4.86M.
  • Sumitomo Mitsui Trust Group first reported a position in Healthcare Realty Trust Incorporated in Q2 2013 and held it in 37 quarters.
  • Sumitomo Mitsui Trust Group's Healthcare Realty Trust Incorporated position peaked at $8.92M in Q4 2020.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2022, filed 21 Oct 2022.