1832 Asset Management’s Healthcare Realty HR Stock Holding History

1832 Asset Management’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
2017 Q3	–	Sell	-103,788	Closed	-$3.23M	–	676
2017 Q2	$3.23M	Buy	+103,788	New	+$3.27M	0.01%	348

Other funds holding HR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1832 Asset Management's HR Position: Q3 2017 in Review

1832 Asset Management sold out of Healthcare Realty (HR) in Q3 2017, closing a stake of 103,788 shares — an estimated $3.23M sold.

1832 Asset Management first reported a position in HR in Q2 2017 and held it in 1 quarter. The position peaked at $3.23M in Q2 2017. 276 funds tracked by Wall St. Rank hold HR as of Q3 2017.

1832 Asset Management reported no remaining Healthcare Realty position as of Q3 2017 after selling out during the quarter.
1832 Asset Management sold 103,788 Healthcare Realty shares in Q3 2017, an estimated $3.23M.
1832 Asset Management first reported a position in Healthcare Realty in Q2 2017 and held it in 1 quarter.
1832 Asset Management's Healthcare Realty position peaked at $3.23M in Q2 2017.
276 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2017.

Based on 1832 Asset Management's 13F filing for Q3 2017, filed 14 Nov 2017.