BIG
HR

Bellwether Investment Group’s Healthcare Realty Trust Incorporated HR Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-1,143
Closed -$35K – 1051
2016
Q4 		$35K Buy
+1,143
New +$34.8K 0.03% 338
2016
Q2 		$52K Buy
+1,485
New +$47.1K 0.06% 241

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Bellwether Investment Group's HR Position: Q1 2017 in Review

Bellwether Investment Group sold out of Healthcare Realty Trust Incorporated (HR) in Q1 2017, closing a stake of 1,143 shares — an estimated $35K sold.

Bellwether Investment Group first reported a position in HR in Q2 2016 and held it in 2 quarters. The position peaked at $52K in Q2 2016. 223 funds tracked by Wall St. Rank hold HR as of Q1 2017.

  • Bellwether Investment Group reported no remaining Healthcare Realty Trust Incorporated position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,143 Healthcare Realty Trust Incorporated shares in Q1 2017, an estimated $35K.
  • Bellwether Investment Group first reported a position in Healthcare Realty Trust Incorporated in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Healthcare Realty Trust Incorporated position peaked at $52K in Q2 2016.
  • 223 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.