UBS Group
HR

UBS Group’s Healthcare Realty Trust Incorporated HR Stock Holding History

UBS 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
-33,574
Closed -$913K – 11884
2022
Q2 		$913K Sell
33,574
-185,081
-85% -$5.17M ﹤0.01% 3812
2022
Q1 		$6.01M Buy
218,655
+78,572
+56% +$2.32M ﹤0.01% 2362
2021
Q4 		$4.43M Buy
140,083
+25,385
+22% +$814K ﹤0.01% 2954
2021
Q3 		$3.42M Buy
114,698
+84,785
+283% +$2.6M ﹤0.01% 3088
2021
Q2 		$903K Sell
29,913
-108,671
-78% -$3.38M ﹤0.01% 4262
2021
Q1 		$4.2M Buy
138,584
+48,017
+53% +$1.44M ﹤0.01% 2800
2020
Q4 		$2.68M Buy
90,567
+43,646
+93% +$1.31M ﹤0.01% 3110
2020
Q3 		$1.41M Sell
46,921
-142,223
-75% -$4.09M ﹤0.01% 3384
2020
Q2 		$5.54M Sell
189,144
-72,636
-28% -$2.17M ﹤0.01% 1963
2020
Q1 		$7.31M Sell
261,780
-203,150
-44% -$6.9M ﹤0.01% 1624
2019
Q4 		$15.5M Buy
464,930
+304,901
+191% +$10.1M 0.01% 1564
2019
Q3 		$5.36M Buy
160,029
+15,975
+11% +$523K ﹤0.01% 2325
2019
Q2 		$4.51M Buy
144,054
+98,521
+216% +$3.12M ﹤0.01% 2410
2019
Q1 		$1.46M Sell
45,533
-54,793
-55% -$1.72M ﹤0.01% 3269
2018
Q4 		$2.85M Buy
100,326
+21,261
+27% +$617K ﹤0.01% 2673
2018
Q3 		$2.31M Buy
79,065
+1,658
+2% +$49.5K ﹤0.01% 3095
2018
Q2 		$2.25M Buy
77,407
+33,111
+75% +$910K ﹤0.01% 3058
2018
Q1 		$1.23M Sell
44,296
-18,302
-29% -$523K ﹤0.01% 3547
2017
Q4 		$2.01M Buy
62,598
+7,503
+14% +$244K ﹤0.01% 3201
2017
Q3 		$1.78M Sell
55,095
-15,082
-21% -$498K ﹤0.01% 3223
2017
Q2 		$2.4M Buy
70,177
+40,060
+133% +$1.35M ﹤0.01% 2846
2017
Q1 		$979K Sell
30,117
-13,117
-30% -$406K ﹤0.01% 3548
2016
Q4 		$1.31M Buy
43,234
+10,628
+33% +$324K ﹤0.01% 3322
2016
Q3 		$1.11M Sell
32,606
-13,392
-29% -$470K ﹤0.01% 3338
2016
Q2 		$1.61M Buy
45,998
+11,274
+32% +$358K ﹤0.01% 2957
2016
Q1 		$1.07M Sell
34,724
-17,603
-34% -$512K ﹤0.01% 3185
2015
Q4 		$1.48M Buy
52,327
+9,444
+22% +$252K ﹤0.01% 3084
2015
Q3 		$1.07M Sell
42,883
-1,435
-3% -$34.2K ﹤0.01% 3281
2015
Q2 		$1.03M Buy
44,318
+5,884
+15% +$147K ﹤0.01% 3541
2015
Q1 		$1.07M Sell
38,434
-1,893
-5% -$53.9K ﹤0.01% 3512
2014
Q4 		$1.1M Buy
+40,327
New +$1.05M ﹤0.01% 3501

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

UBS Group's HR Position: Q3 2022 in Review

UBS Group sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 33,574 shares — an estimated $913K sold.

UBS Group first reported a position in HR in Q4 2014 and held it in 31 quarters. The position peaked at $15.5M in Q4 2019. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • UBS Group reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • UBS Group sold 33,574 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $913K.
  • UBS Group first reported a position in Healthcare Realty Trust Incorporated in Q4 2014 and held it in 31 quarters.
  • UBS Group's Healthcare Realty Trust Incorporated position peaked at $15.5M in Q4 2019.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on UBS Group's 13F filing for Q3 2022, filed 10 Nov 2022.