ZIG
HR

Zullo Investment Group’s Healthcare Realty Trust Incorporated HR Stock Holding History

Zullo Investment 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
-34
Closed -$1K – 804
2022
Q2 		$1K Hold
34
– – ﹤0.01% 771
2022
Q1 		$1K Hold
34
– – ﹤0.01% 787
2021
Q4 		$1K Buy
+34
New +$1.09K ﹤0.01% 806

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

Zullo Investment Group's HR Position: Q3 2022 in Review

Zullo Investment Group sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 34 shares — an estimated $1K sold.

Zullo Investment Group first reported a position in HR in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Zullo Investment Group reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • Zullo Investment Group sold 34 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $1K.
  • Zullo Investment Group first reported a position in Healthcare Realty Trust Incorporated in Q4 2021 and held it in 3 quarters.
  • Zullo Investment Group's Healthcare Realty Trust Incorporated position peaked at $1K in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on Zullo Investment Group's 13F filing for Q3 2022, filed 8 Nov 2022.