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Alera Investment Advisors’s Healthcare Realty HR Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-95
Closed -$3K – 477
2019
Q1 		$3K Buy
95
+66
+228% +$1.84K ﹤0.01% 737
2018
Q4 		$1K Buy
+29
New +$768 ﹤0.01% 919

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alera Investment Advisors's HR Position: Q2 2019 in Review

Alera Investment Advisors sold out of Healthcare Realty (HR) in Q2 2019, closing a stake of 95 shares — an estimated $3K sold.

Alera Investment Advisors first reported a position in HR in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 311 funds tracked by Wall St. Rank hold HR as of Q2 2019.

  • Alera Investment Advisors reported no remaining Healthcare Realty position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 95 Healthcare Realty shares in Q2 2019, an estimated $3K.
  • Alera Investment Advisors first reported a position in Healthcare Realty in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Healthcare Realty position peaked at $3K in Q1 2019.
  • 311 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.