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Altegris Advisors’s Healthcare Realty HR Stock Holding History

Altegris 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
2014
Q4 		– Sell
-101,464
Closed -$2.35M – 24
2014
Q3 		$2.35M Buy
+101,464
New +$2.46M 2.61% 17

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Altegris Advisors's HR Position: Q4 2014 in Review

Altegris Advisors sold out of Healthcare Realty (HR) in Q4 2014, closing a stake of 101,464 shares — an estimated $2.35M sold.

Altegris Advisors first reported a position in HR in Q3 2014 and held it in 1 quarter. The position peaked at $2.35M in Q3 2014. 214 funds tracked by Wall St. Rank hold HR as of Q4 2014.

  • Altegris Advisors reported no remaining Healthcare Realty position as of Q4 2014 after selling out during the quarter.
  • Altegris Advisors sold 101,464 Healthcare Realty shares in Q4 2014, an estimated $2.35M.
  • Altegris Advisors first reported a position in Healthcare Realty in Q3 2014 and held it in 1 quarter.
  • Altegris Advisors's Healthcare Realty position peaked at $2.35M in Q3 2014.
  • 214 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2014.

Based on Altegris Advisors's 13F filing for Q4 2014, filed 10 Feb 2015.