Advisors Asset Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

Advisors 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
2019 Q1	–	Sell	-1,742	Closed	-$50K	–	1904
2018 Q4	$50K	Sell	1,742 -2,842	-62%	-$82.5K	﹤0.01%	1433
2018 Q3	$134K	Sell	4,584 -47	-1%	-$1.4K	﹤0.01%	1302
2018 Q2	$135K	Buy	4,631 +239	+5%	+$6.57K	﹤0.01%	1308
2018 Q1	$117K	Buy	4,392 +1,182	+37%	+$33.8K	﹤0.01%	1303
2017 Q4	$103K	Buy	3,210 +1,249	+64%	+$40.5K	﹤0.01%	1332
2017 Q3	$63K	Buy	+1,961	New	+$64.8K	﹤0.01%	1386
2017 Q1	–	Sell	-2,800	Closed	-$85K	–	1877
2016 Q4	$85K	Buy	2,800 +100	+4%	+$3.05K	﹤0.01%	1556
2016 Q3	$92K	Hold	2,700	–	–	﹤0.01%	1532
2016 Q2	$94K	Hold	2,700	–	–	﹤0.01%	1520
2016 Q1	$83K	Buy	+2,700	New	+$78.5K	﹤0.01%	1500

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisors Asset Management's HR Position: Q1 2019 in Review

Advisors Asset Management sold out of Healthcare Realty Trust Incorporated (HR) in Q1 2019, closing a stake of 1,742 shares — an estimated $50K sold.

Advisors Asset Management first reported a position in HR in Q1 2016 and held it in 10 quarters. The position peaked at $135K in Q2 2018. 254 funds tracked by Wall St. Rank hold HR as of Q1 2019.

Advisors Asset Management reported no remaining Healthcare Realty Trust Incorporated position as of Q1 2019 after selling out during the quarter.
Advisors Asset Management sold 1,742 Healthcare Realty Trust Incorporated shares in Q1 2019, an estimated $50K.
Advisors Asset Management first reported a position in Healthcare Realty Trust Incorporated in Q1 2016 and held it in 10 quarters.
Advisors Asset Management's Healthcare Realty Trust Incorporated position peaked at $135K in Q2 2018.
254 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q1 2019.

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