WCMNY
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Westchester Capital Management (New York)’s Healthcare Realty HR Stock Holding History

Westchester Capital Management (New York)’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
-2,167,981
Closed -$60.5M – 482
2022
Q2 		$60.5M Sell
2,167,981
-1,033,742
-32% -$30.7M 1.69% 16
2022
Q1 		$100M Buy
+3,201,723
New +$101M 2.72% 5

Other funds holding HR

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Westchester Capital Management (New York)'s HR Position: Q3 2022 in Review

Westchester Capital Management (New York) sold out of Healthcare Realty (HR) in Q3 2022, closing a stake of 2,167,981 shares — an estimated $60.5M sold.

Westchester Capital Management (New York) first reported a position in HR in Q1 2022 and held it in 2 quarters. The position peaked at $100M in Q1 2022. 394 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Westchester Capital Management (New York) reported no remaining Healthcare Realty position as of Q3 2022 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 2,167,981 Healthcare Realty shares in Q3 2022, an estimated $60.5M.
  • Westchester Capital Management (New York) first reported a position in Healthcare Realty in Q1 2022 and held it in 2 quarters.
  • Westchester Capital Management (New York)'s Healthcare Realty position peaked at $100M in Q1 2022.
  • 394 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2022.

Based on Westchester Capital Management (New York)'s 13F filing for Q3 2022, filed 15 Nov 2022.