Zimmer Partners’s Healthcare Realty Trust Incorporated 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	-375,000	Closed	-$10.5M	–	117
2022 Q2	$10.5M	Sell	375,000 -2,075,000	-85%	-$58M	0.22%	61
2022 Q1	$67.3M	Buy	2,450,000 +2,175,000	+791%	+$64.1M	0.96%	34
2021 Q4	$8.7M	Buy	+275,000	New	+$8.82M	0.13%	89
2020 Q4	–	Sell	-2,250,000	Closed	-$67.8M	–	184
2020 Q3	$67.8M	Buy	2,250,000 +87,500	+4%	+$2.52M	1.05%	32
2020 Q2	$63.3M	Buy	+2,162,500	New	+$64.7M	0.86%	32
2019 Q3	–	Sell	-425,000	Closed	-$13.3M	–	136
2019 Q2	$13.3M	Hold	425,000	–	–	0.14%	70
2019 Q1	$13.6M	Buy	+425,000	New	+$13.3M	0.16%	60

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

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

Zimmer Partners's HR Position: Q3 2022 in Review

Zimmer Partners sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 375,000 shares — an estimated $10.5M sold.

Zimmer Partners first reported a position in HR in Q1 2019 and held it in 7 quarters. The position peaked at $67.8M in Q3 2020. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

Zimmer Partners reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
Zimmer Partners sold 375,000 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $10.5M.
Zimmer Partners first reported a position in Healthcare Realty Trust Incorporated in Q1 2019 and held it in 7 quarters.
Zimmer Partners's Healthcare Realty Trust Incorporated position peaked at $67.8M in Q3 2020.
7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

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