Wells Fargo
HR

Wells Fargo’s Healthcare Realty Trust Incorporated HR Stock Holding History

Wells Fargo’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
-92,861
Closed -$2.52M – 7984
2022
Q2 		$2.52M Sell
92,861
-266,460
-74% -$7.45M ﹤0.01% 2610
2022
Q1 		$9.88M Sell
359,321
-72,199
-17% -$2.13M ﹤0.01% 1842
2021
Q4 		$13.7M Sell
431,520
-130,925
-23% -$4.2M ﹤0.01% 1613
2021
Q3 		$16.8M Sell
562,445
-277,497
-33% -$8.5M ﹤0.01% 1799
2021
Q2 		$25.4M Sell
839,942
-61,277
-7% -$1.91M 0.01% 1507
2021
Q1 		$27.3M Sell
901,219
-64,124
-7% -$1.93M 0.01% 1419
2020
Q4 		$28.6M Buy
965,343
+92,300
+11% +$2.77M 0.01% 1305
2020
Q3 		$26.3M Sell
873,043
-19,576
-2% -$563K 0.01% 1236
2020
Q2 		$26.1M Sell
892,619
-263,875
-23% -$7.9M 0.01% 1201
2020
Q1 		$32.3M Sell
1,156,494
-154,509
-12% -$5.25M 0.01% 983
2019
Q4 		$43.7M Sell
1,311,003
-194,784
-13% -$6.46M 0.01% 1005
2019
Q3 		$50.4M Buy
1,505,787
+1,331,401
+763% +$43.6M 0.01% 906
2019
Q2 		$5.46M Sell
174,386
-3,873
-2% -$123K ﹤0.01% 2497
2019
Q1 		$5.72M Sell
178,259
-19,567
-10% -$614K ﹤0.01% 2428
2018
Q4 		$5.63M Buy
197,826
+12,495
+7% +$363K ﹤0.01% 2332
2018
Q3 		$5.42M Buy
185,331
+26,083
+16% +$779K ﹤0.01% 2584
2018
Q2 		$4.63M Buy
159,248
+4,655
+3% +$128K ﹤0.01% 2758
2018
Q1 		$4.28M Buy
154,593
+11,490
+8% +$328K ﹤0.01% 2760
2017
Q4 		$4.6M Buy
143,103
+7,129
+5% +$231K ﹤0.01% 2656
2017
Q3 		$4.4M Buy
135,974
+32,857
+32% +$1.09M ﹤0.01% 2636
2017
Q2 		$3.52M Buy
103,117
+10,052
+11% +$338K ﹤0.01% 2730
2017
Q1 		$3.02M Buy
93,065
+5,791
+7% +$179K ﹤0.01% 2827
2016
Q4 		$2.65M Buy
87,274
+37,868
+77% +$1.15M ﹤0.01% 2930
2016
Q3 		$1.68M Sell
49,406
-16,896
-25% -$593K ﹤0.01% 3097
2016
Q2 		$2.32M Buy
66,302
+25,060
+61% +$795K ﹤0.01% 2858
2016
Q1 		$1.27M Sell
41,242
-123,783
-75% -$3.6M ﹤0.01% 3238
2015
Q4 		$4.67M Sell
165,025
-6,477
-4% -$173K ﹤0.01% 2374
2015
Q3 		$4.26M Sell
171,502
-11,732
-6% -$279K ﹤0.01% 2431
2015
Q2 		$4.26M Buy
183,234
+27,107
+17% +$679K ﹤0.01% 2527
2015
Q1 		$4.34M Buy
156,127
+4,181
+3% +$119K ﹤0.01% 2484
2014
Q4 		$4.15M Buy
151,946
+12,212
+9% +$318K ﹤0.01% 2477
2014
Q3 		$3.31M Sell
139,734
-587
-0.4% -$14.5K ﹤0.01% 2644
2014
Q2 		$3.57M Buy
140,321
+27,812
+25% +$694K ﹤0.01% 2572
2014
Q1 		$2.72M Buy
112,509
+331
+0.3% +$7.6K ﹤0.01% 2776
2013
Q4 		$2.39M Sell
112,178
-2,769
-2% -$62.7K ﹤0.01% 2801
2013
Q3 		$2.66M Buy
114,947
+4,712
+4% +$115K ﹤0.01% 2685
2013
Q2 		$2.81M Buy
+110,235
New +$3.08M ﹤0.01% 2554

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

Wells Fargo's HR Position: Q3 2022 in Review

Wells Fargo sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 92,861 shares — an estimated $2.52M sold.

Wells Fargo first reported a position in HR in Q2 2013 and held it in 37 quarters. The position peaked at $50.4M in Q3 2019. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Wells Fargo reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Wells Fargo sold 92,861 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $2.52M.
  • Wells Fargo first reported a position in Healthcare Realty Trust Incorporated in Q2 2013 and held it in 37 quarters.
  • Wells Fargo's Healthcare Realty Trust Incorporated position peaked at $50.4M in Q3 2019.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Wells Fargo's 13F filing for Q3 2022, filed 14 Nov 2022.