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Truvestments Capital’s Healthcare Realty HR Stock Holding History

Truvestments Capital’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
-103
Closed -$3K – 331
2019
Q3 		$3K Hold
103
– – ﹤0.01% 631
2019
Q2 		$3K Hold
103
– – ﹤0.01% 666
2019
Q1 		$3K Buy
+103
New +$2.87K ﹤0.01% 650

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Truvestments Capital's HR Position: Q4 2019 in Review

Truvestments Capital sold out of Healthcare Realty (HR) in Q4 2019, closing a stake of 103 shares — an estimated $3K sold.

Truvestments Capital first reported a position in HR in Q1 2019 and held it in 3 quarters. The position peaked at $3K in Q3 2019. 339 funds tracked by Wall St. Rank hold HR as of Q4 2019.

  • Truvestments Capital reported no remaining Healthcare Realty position as of Q4 2019 after selling out during the quarter.
  • Truvestments Capital sold 103 Healthcare Realty shares in Q4 2019, an estimated $3K.
  • Truvestments Capital first reported a position in Healthcare Realty in Q1 2019 and held it in 3 quarters.
  • Truvestments Capital's Healthcare Realty position peaked at $3K in Q3 2019.
  • 339 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2019.

Based on Truvestments Capital's 13F filing for Q4 2019, filed 29 Jan 2020.