Advantage Investment Management’s Healthcare Realty HR Stock Holding History

Advantage Investment 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
2019 Q1	–	Sell	-1,393	Closed	-$35K	–	959
2018 Q4	$35K	Hold	1,393	–	–	0.03%	398
2018 Q3	$37K	Hold	1,393	–	–	0.02%	444
2018 Q2	$38K	Hold	1,393	–	–	0.03%	411
2018 Q1	$37K	Hold	1,393	–	–	0.01%	435
2017 Q4	$42K	Hold	1,393	–	–	0.01%	432
2017 Q3	$42K	Sell	1,393 -44	-3%	-$1.34K	0.01%	425
2017 Q2	$45K	Buy	1,437 +44	+3%	+$1.39K	0.02%	400
2017 Q1	$44K	Hold	1,393	–	–	0.02%	367
2016 Q4	$41K	Sell	1,393 -360	-21%	-$10.6K	0.02%	372
2016 Q3	$57K	Hold	1,753	–	–	0.02%	301
2016 Q2	$57K	Hold	1,753	–	–	0.03%	324
2016 Q1	$52K	Hold	1,753	–	–	0.02%	327
2015 Q4	$47K	Hold	1,753	–	–	0.02%	346
2015 Q3	$43K	Hold	1,753	–	–	0.02%	335
2015 Q2	$42K	Sell	1,753 -1,178	-40%	-$30.1K	0.02%	360
2015 Q1	$82K	Hold	2,931	–	–	0.05%	269
2014 Q4	$79K	Buy	+2,931	New	+$74.2K	0.06%	246

Other funds holding HR

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CIMLRA

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Advantage Investment Management's HR Position: Q1 2019 in Review

Advantage Investment Management sold out of Healthcare Realty (HR) in Q1 2019, closing a stake of 1,393 shares — an estimated $35K sold.

Advantage Investment Management first reported a position in HR in Q4 2014 and held it in 17 quarters. The position peaked at $82K in Q1 2015. 337 funds tracked by Wall St. Rank hold HR as of Q1 2019.

Advantage Investment Management reported no remaining Healthcare Realty position as of Q1 2019 after selling out during the quarter.
Advantage Investment Management sold 1,393 Healthcare Realty shares in Q1 2019, an estimated $35K.
Advantage Investment Management first reported a position in Healthcare Realty in Q4 2014 and held it in 17 quarters.
Advantage Investment Management's Healthcare Realty position peaked at $82K in Q1 2015.
337 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2019.

Based on Advantage Investment Management's 13F filing for Q1 2019, filed 15 May 2019.