SAM
HR

Symphony Asset Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

Symphony Asset Management’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
Q4 		– Sell
-6,084
Closed -$204K – 213
2019
Q3 		$204K Buy
+6,084
New +$199K 0.04% 166
2019
Q2 		– Sell
-18,522
Closed -$595K – 224
2019
Q1 		$595K Buy
+18,522
New +$581K 0.15% 101

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Symphony Asset Management's HR Position: Q4 2019 in Review

Symphony Asset Management sold out of Healthcare Realty Trust Incorporated (HR) in Q4 2019, closing a stake of 6,084 shares — an estimated $204K sold.

Symphony Asset Management first reported a position in HR in Q1 2019 and held it in 2 quarters. The position peaked at $595K in Q1 2019. 266 funds tracked by Wall St. Rank hold HR as of Q4 2019.

  • Symphony Asset Management reported no remaining Healthcare Realty Trust Incorporated position as of Q4 2019 after selling out during the quarter.
  • Symphony Asset Management sold 6,084 Healthcare Realty Trust Incorporated shares in Q4 2019, an estimated $204K.
  • Symphony Asset Management first reported a position in Healthcare Realty Trust Incorporated in Q1 2019 and held it in 2 quarters.
  • Symphony Asset Management's Healthcare Realty Trust Incorporated position peaked at $595K in Q1 2019.
  • 266 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2019.

Based on Symphony Asset Management's 13F filing for Q4 2019, filed 13 Feb 2020.