Winslow Evans & Crocker’s Healthcare Realty Trust Incorporated HR Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$3K	Hold	88	–	–	﹤0.01%	1208
2020 Q3	$3K	Hold	88	–	–	﹤0.01%	986
2020 Q2	$3K	Hold	88	–	–	﹤0.01%	1014
2020 Q1	$4K	Hold	88	–	–	﹤0.01%	973
2019 Q4	$4K	Hold	88	–	–	﹤0.01%	1067
2019 Q3	$4K	Hold	88	–	–	﹤0.01%	1056
2019 Q2	$4K	Sell	88 -18	-17%	-$570	﹤0.01%	1056
2019 Q1	$4K	Buy	106 +18	+20%	+$565	﹤0.01%	1080
2018 Q4	$4K	Hold	88	–	–	﹤0.01%	994
2018 Q3	$4K	Hold	88	–	–	﹤0.01%	1009
2018 Q2	$4K	Sell	88 -88	-50%	-$2.42K	﹤0.01%	1016
2018 Q1	$4.85K	Sell	176 -88	-33%	-$2.51K	﹤0.01%	911
2017 Q4	$8.45K	Hold	264	–	–	﹤0.01%	839
2017 Q3	$8.51K	Sell	264 -86	-25%	-$2.84K	﹤0.01%	845
2017 Q2	$12K	Hold	350	–	–	﹤0.01%	880
2017 Q1	$11.4K	Sell	350 -466	-57%	-$14.4K	﹤0.01%	859
2016 Q4	$24.7K	Hold	816	–	–	0.01%	684
2016 Q3	$27.8K	Hold	816	–	–	0.01%	662
2016 Q2	$28.5K	Sell	816 -399	-33%	-$12.7K	0.01%	627
2016 Q1	$37.5K	Sell	1,215 -1	-0.1%	-$29	0.01%	565
2015 Q4	$34.4K	Hold	1,216	–	–	0.01%	613
2015 Q3	$30.2K	Hold	1,216	–	–	0.01%	610
2015 Q2	$28.3K	Buy	1,216 +400	+49%	+$10K	0.01%	683
2015 Q1	$22.6K	Hold	816	–	–	0.01%	703
2014 Q4	$22.3K	Hold	816	–	–	0.01%	705
2014 Q3	$19.3K	Buy	816 +1	+0.1%	+$25	0.01%	748
2014 Q2	$20.7K	Sell	815 -70	-8%	-$1.75K	0.01%	669
2014 Q1	$21.4K	Sell	885 -3,000	-77%	-$68.9K	0.01%	651
2013 Q4	$83K	Buy	+3,885	New	+$88K	0.03%	418

Other funds holding HR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Winslow Evans & Crocker's HR Position: Q4 2020 in Review

Winslow Evans & Crocker held its Healthcare Realty Trust Incorporated (HR) position steady in Q4 2020 at 88 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Winslow Evans & Crocker first reported a position in HR in Q4 2013 and has held it in 29 quarters since. The position peaked at $83K in Q4 2013. 309 funds tracked by Wall St. Rank hold HR as of Q4 2020.

Winslow Evans & Crocker held 88 shares of Healthcare Realty Trust Incorporated worth $3K as of Q4 2020.
Winslow Evans & Crocker left its Healthcare Realty Trust Incorporated share count unchanged in Q4 2020.
Healthcare Realty Trust Incorporated made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1208 holding.
Winslow Evans & Crocker first reported a position in Healthcare Realty Trust Incorporated in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's Healthcare Realty Trust Incorporated position peaked at $83K in Q4 2013.
309 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.