BRWA
HR

B. Riley Wealth Advisors’s Healthcare Realty Trust Incorporated HR Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-337
Closed -$9 – 2816
2014
Q4 		$9 Buy
+337
New +$8.78K ﹤0.01% 2956
2014
Q3 		– Sell
-337
Closed -$8.57K – 2633
2014
Q2 		$8.57K Buy
+337
New +$8.41K ﹤0.01% 1854

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Advisors's HR Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Healthcare Realty Trust Incorporated (HR) in Q1 2015, closing a stake of 337 shares — an estimated $9 sold.

B. Riley Wealth Advisors first reported a position in HR in Q2 2014 and held it in 2 quarters. The position peaked at $8.57K in Q2 2014. 204 funds tracked by Wall St. Rank hold HR as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Healthcare Realty Trust Incorporated position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 337 Healthcare Realty Trust Incorporated shares in Q1 2015, an estimated $9.
  • B. Riley Wealth Advisors first reported a position in Healthcare Realty Trust Incorporated in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Healthcare Realty Trust Incorporated position peaked at $8.57K in Q2 2014.
  • 204 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.