Zimmer Partners’s Healthcare Realty HR Stock Holding History

Zimmer Partners’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	-62,500	Closed	-$1.7M	–	104
2022 Q2	$1.7M	Buy	+62,500	New	+$1.86M	0.04%	81
2018 Q3	–	Sell	-4,203,359	Closed	-$113M	–	102
2018 Q2	$113M	Sell	4,203,359 -110,641	-3%	-$2.82M	1.55%	13
2018 Q1	$114M	Sell	4,314,000 -3,299,400	-43%	-$87.8M	2.06%	9
2017 Q4	$229M	Sell	7,613,400 -999,512	-12%	-$30.2M	5.57%	3
2017 Q3	$257M	Sell	8,612,912 -20,000	-0.2%	-$607K	5.71%	5
2017 Q2	$269M	Buy	+8,632,912	New	+$272M	6.37%	4

Other funds holding HR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Zimmer Partners's HR Position: Q3 2022 in Review

Zimmer Partners sold out of Healthcare Realty (HR) in Q3 2022, closing a stake of 62,500 shares — an estimated $1.7M sold.

Zimmer Partners first reported a position in HR in Q2 2017 and held it in 6 quarters. The position peaked at $269M in Q2 2017. 394 funds tracked by Wall St. Rank hold HR as of Q3 2022.

Zimmer Partners reported no remaining Healthcare Realty position as of Q3 2022 after selling out during the quarter.
Zimmer Partners sold 62,500 Healthcare Realty shares in Q3 2022, an estimated $1.7M.
Zimmer Partners first reported a position in Healthcare Realty in Q2 2017 and held it in 6 quarters.
Zimmer Partners's Healthcare Realty position peaked at $269M in Q2 2017.
394 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2022.

Based on Zimmer Partners's 13F filing for Q3 2022, filed 14 Nov 2022.