WG
HR

Winton Group’s Healthcare Realty Trust Incorporated HR Stock Holding History

Winton Group’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
-10,593
Closed -$288K – 1138
2022
Q2 		$288K Buy
+10,593
New +$296K 0.02% 814
2021
Q4 		– Sell
-20,743
Closed -$618K – 1570
2021
Q3 		$618K Sell
20,743
-321
-2% -$9.84K 0.03% 749
2021
Q2 		$636K Buy
21,064
+8,711
+71% +$271K 0.03% 786
2021
Q1 		$375K Buy
12,353
+2,388
+24% +$71.8K 0.02% 1034
2020
Q4 		$295K Sell
9,965
-138,091
-93% -$4.15M 0.02% 1055
2020
Q3 		$4.46M Sell
148,056
-29,714
-17% -$855K 0.14% 159
2020
Q2 		$5.21M Sell
177,770
-121,756
-41% -$3.64M 0.13% 196
2020
Q1 		$8.37M Sell
299,526
-85,249
-22% -$2.89M 0.22% 99
2019
Q4 		$12.8M Buy
384,775
+336,240
+693% +$11.2M 0.18% 146
2019
Q3 		$1.63M Buy
+48,535
New +$1.59M 0.02% 646
2019
Q2 		– Sell
-8,121
Closed -$261K – 1369
2019
Q1 		$261K Buy
+8,121
New +$255K 0.01% 850
2018
Q2 		– Sell
-15,029
Closed -$416K – 1245
2018
Q1 		$416K Buy
+15,029
New +$429K 0.01% 853
2017
Q3 		– Sell
-224,634
Closed -$7.67M – 711
2017
Q2 		$7.67M Buy
224,634
+117,372
+109% +$3.95M 0.23% 132
2017
Q1 		$3.49M Buy
+107,262
New +$3.32M 0.09% 219

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

Winton Group's HR Position: Q3 2022 in Review

Winton Group sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 10,593 shares — an estimated $288K sold.

Winton Group first reported a position in HR in Q1 2017 and held it in 14 quarters. The position peaked at $12.8M in Q4 2019. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Winton Group reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Winton Group sold 10,593 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $288K.
  • Winton Group first reported a position in Healthcare Realty Trust Incorporated in Q1 2017 and held it in 14 quarters.
  • Winton Group's Healthcare Realty Trust Incorporated position peaked at $12.8M in Q4 2019.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Winton Group's 13F filing for Q3 2022, filed 10 Nov 2022.