SEC 13F Intelligence

Willis Investment Counsel / HRUSD

Willis Investment Counsel’s Healthcare Realty Trust Position

Does Willis Investment Counsel own Healthcare Realty Trust (HRUSD)? Not currently — the last reported position was 1.05M shares worth $28M in Q2 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$28M
Q2 2022
Shares
1.05M
% of Portfolio
+1.74%
Quarters Held
9
position exited

Position History HRUSD

Reported value by quarter
Q2 ’20: $21MQ2 ’20Q3 ’20: $22MQ4 ’20: $26MQ4 ’20Q1 ’21: $26MQ2 ’21: $26MQ2 ’21Q3 ’21: $26MQ4 ’21: $28MQ4 ’21Q1 ’22: $24MQ2 ’22: $28MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20221.05M$28M+1.74%
Q1 2022871.1K$24M+1.27%
Q4 2021871.1K$28M+1.45%
Q3 2021871.1K$26M+1.48%
Q2 2021871.1K$26M+1.55%
Q1 2021871.1K$26M+1.60%
Q4 2020871.1K$26M+1.76%
Q3 2020725.7K$22M+1.96%
Q2 2020725.7K$21M+1.65%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Willis Investment Counsel’s full portfolio or all institutional holders of HRUSD.