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Calvert Investment Management’s Healthcare Realty HR Stock Holding History

Calvert Investment Management’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
-187,170
Closed -$5.45M – 265
2016
Q4 		$5.45M Sell
187,170
-5,469
-3% -$161K 0.2% 146
2016
Q3 		$6.28M Sell
192,639
-9,914
-5% -$328K 0.23% 128
2016
Q2 		$6.55M Buy
+202,553
New +$6.1M 0.26% 114

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Calvert Investment Management's HR Position: Q1 2017 in Review

Calvert Investment Management sold out of Healthcare Realty (HR) in Q1 2017, closing a stake of 187,170 shares — an estimated $5.45M sold.

Calvert Investment Management first reported a position in HR in Q2 2016 and held it in 3 quarters. The position peaked at $6.55M in Q2 2016. 242 funds tracked by Wall St. Rank hold HR as of Q1 2017.

  • Calvert Investment Management reported no remaining Healthcare Realty position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 187,170 Healthcare Realty shares in Q1 2017, an estimated $5.45M.
  • Calvert Investment Management first reported a position in Healthcare Realty in Q2 2016 and held it in 3 quarters.
  • Calvert Investment Management's Healthcare Realty position peaked at $6.55M in Q2 2016.
  • 242 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.