Apriem Advisors’s Healthcare Realty HR Stock Holding History

Apriem 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
2018 Q3	–	Sell	-1,500	Closed	-$40K	–	238
2018 Q2	$40K	Buy	+1,500	New	+$38.2K	0.01%	264
2017 Q2	–	Sell	-1,500	Closed	-$47K	–	311
2017 Q1	$47K	Hold	1,500	–	–	0.01%	238
2016 Q4	$44K	Hold	1,500	–	–	0.01%	247
2016 Q3	$49K	Sell	1,500 -755	-33%	-$25K	0.01%	227
2016 Q2	$73K	Hold	2,255	–	–	0.02%	189
2016 Q1	$66K	Hold	2,255	–	–	0.03%	176
2015 Q4	$61K	Hold	2,255	–	–	0.02%	183
2015 Q3	$55K	Hold	2,255	–	–	0.02%	192
2015 Q2	$54K	Hold	2,255	–	–	0.02%	205
2015 Q1	$63K	Hold	2,255	–	–	0.02%	188
2014 Q4	$61K	Hold	2,255	–	–	0.02%	169
2014 Q3	$52K	Hold	2,255	–	–	0.02%	194
2014 Q2	$54K	Hold	2,255	–	–	0.02%	191
2014 Q1	$51K	Hold	2,255	–	–	0.02%	211
2013 Q4	$44K	Buy	2,255 +1,127	+100%	+$23.9K	0.02%	218
2013 Q3	$24K	Hold	1,128	–	–	0.01%	262
2013 Q2	$25K	Buy	+1,128	New	+$27.1K	0.01%	253

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 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

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

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

CIM

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

Apriem Advisors's HR Position: Q3 2018 in Review

Apriem Advisors sold out of Healthcare Realty (HR) in Q3 2018, closing a stake of 1,500 shares — an estimated $40K sold.

Apriem Advisors first reported a position in HR in Q2 2013 and held it in 17 quarters. The position peaked at $73K in Q2 2016. 307 funds tracked by Wall St. Rank hold HR as of Q3 2018.

Apriem Advisors reported no remaining Healthcare Realty position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 1,500 Healthcare Realty shares in Q3 2018, an estimated $40K.
Apriem Advisors first reported a position in Healthcare Realty in Q2 2013 and held it in 17 quarters.
Apriem Advisors's Healthcare Realty position peaked at $73K in Q2 2016.
307 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.