Whittier Trust’s Healthcare Realty Trust Incorporated HR Stock Holding History

Whittier Trust’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	-2,525	Closed	-$69K	–	1800
2022 Q2	$69K	Sell	2,525 -100	-4%	-$2.79K	﹤0.01%	896
2022 Q1	$72K	Sell	2,625 -350	-12%	-$10.3K	﹤0.01%	902
2021 Q4	$94K	Buy	2,975 +2,050	+222%	+$65.7K	﹤0.01%	837
2021 Q3	$28K	Hold	925	–	–	﹤0.01%	1059
2021 Q2	$28K	Hold	925	–	–	﹤0.01%	1086
2021 Q1	$28K	Hold	925	–	–	﹤0.01%	1070
2020 Q4	$27K	Hold	925	–	–	﹤0.01%	980
2020 Q3	$28K	Hold	925	–	–	﹤0.01%	940
2020 Q2	$27K	Hold	925	–	–	﹤0.01%	915
2020 Q1	$26K	Hold	925	–	–	﹤0.01%	936
2019 Q4	$31K	Hold	925	–	–	﹤0.01%	943
2019 Q3	$31K	Hold	925	–	–	﹤0.01%	939
2019 Q2	$29K	Sell	925 -18	-2%	-$570	﹤0.01%	892
2019 Q1	$31K	Buy	943 +18	+2%	+$565	﹤0.01%	876
2018 Q4	$26K	Hold	925	–	–	﹤0.01%	911
2018 Q3	$27K	Hold	925	–	–	﹤0.01%	898
2018 Q2	$27K	Hold	925	–	–	﹤0.01%	876
2018 Q1	$26K	Hold	925	–	–	﹤0.01%	894
2017 Q4	$30K	Hold	925	–	–	﹤0.01%	862
2017 Q3	$30K	Hold	925	–	–	﹤0.01%	844
2017 Q2	$32K	Hold	925	–	–	﹤0.01%	798
2017 Q1	$30K	Hold	925	–	–	﹤0.01%	822
2016 Q4	$28K	Hold	925	–	–	﹤0.01%	825
2016 Q3	$31K	Hold	925	–	–	﹤0.01%	797
2016 Q2	$32K	Hold	925	–	–	﹤0.01%	801
2016 Q1	$29K	Hold	925	–	–	﹤0.01%	813
2015 Q4	$26K	Hold	925	–	–	﹤0.01%	835
2015 Q3	$23K	Hold	925	–	–	﹤0.01%	843
2015 Q2	$22K	Hold	925	–	–	﹤0.01%	884
2015 Q1	$26K	Hold	925	–	–	﹤0.01%	835
2014 Q4	$25K	Hold	925	–	–	﹤0.01%	756
2014 Q3	$22K	Hold	925	–	–	﹤0.01%	771
2014 Q2	$24K	Hold	925	–	–	﹤0.01%	762
2014 Q1	$22K	Hold	925	–	–	﹤0.01%	788
2013 Q4	$20K	Hold	925	–	–	﹤0.01%	808
2013 Q3	$21K	Hold	925	–	–	﹤0.01%	799
2013 Q2	$24K	Buy	+925	New	+$25.8K	﹤0.01%	771

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Whittier Trust's HR Position: Q3 2022 in Review

Whittier Trust sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 2,525 shares — an estimated $69K sold.

Whittier Trust first reported a position in HR in Q2 2013 and held it in 37 quarters. The position peaked at $94K in Q4 2021. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

Whittier Trust reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
Whittier Trust sold 2,525 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $69K.
Whittier Trust first reported a position in Healthcare Realty Trust Incorporated in Q2 2013 and held it in 37 quarters.
Whittier Trust's Healthcare Realty Trust Incorporated position peaked at $94K in Q4 2021.
7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Whittier Trust's 13F filing for Q3 2022, filed 21 Oct 2022.