UB
HR

UMB Bank’s Healthcare Realty Trust Incorporated HR Stock Holding History

UMB Bank’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
-300
Closed -$8K – 2045
2022
Q2 		$8K Sell
300
-23
-7% -$643 ﹤0.01% 1475
2022
Q1 		$9K Sell
323
-54
-14% -$1.59K ﹤0.01% 1535
2021
Q4 		$12K Buy
+377
New +$12.1K ﹤0.01% 1417

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

UMB Bank's HR Position: Q3 2022 in Review

UMB Bank sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 300 shares — an estimated $8K sold.

UMB Bank first reported a position in HR in Q4 2021 and held it in 3 quarters. The position peaked at $12K in Q4 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • UMB Bank reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • UMB Bank sold 300 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $8K.
  • UMB Bank first reported a position in Healthcare Realty Trust Incorporated in Q4 2021 and held it in 3 quarters.
  • UMB Bank's Healthcare Realty Trust Incorporated position peaked at $12K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on UMB Bank's 13F filing for Q3 2022, filed 13 Oct 2022.