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Beacon Investment Advisory Services’s Healthcare Realty HR Stock Holding History

Beacon Investment Advisory Services’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
Q1 		– Sell
-7,850
Closed -$236K – 260
2017
Q4 		$236K Sell
7,850
-3,200
-29% -$96.8K 0.02% 224
2017
Q3 		$329K Buy
+11,050
New +$336K 0.03% 219

Other funds holding HR

Cohen & Steers
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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
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Beacon Investment Advisory Services's HR Position: Q1 2018 in Review

Beacon Investment Advisory Services sold out of Healthcare Realty (HR) in Q1 2018, closing a stake of 7,850 shares — an estimated $236K sold.

Beacon Investment Advisory Services first reported a position in HR in Q3 2017 and held it in 2 quarters. The position peaked at $329K in Q3 2017. 292 funds tracked by Wall St. Rank hold HR as of Q1 2018.

  • Beacon Investment Advisory Services reported no remaining Healthcare Realty position as of Q1 2018 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 7,850 Healthcare Realty shares in Q1 2018, an estimated $236K.
  • Beacon Investment Advisory Services first reported a position in Healthcare Realty in Q3 2017 and held it in 2 quarters.
  • Beacon Investment Advisory Services's Healthcare Realty position peaked at $329K in Q3 2017.
  • 292 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2018.

Based on Beacon Investment Advisory Services's 13F filing for Q1 2018, filed 26 Apr 2018.