CGT
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Capital Guardian Trust’s Healthcare Realty HR Stock Holding History

Capital Guardian Trust’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
Q4 		– Sell
-2,228
Closed -$59K – 350
2018
Q3 		$59K Buy
+2,228
New +$61.4K ﹤0.01% 320

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Capital Guardian Trust's HR Position: Q4 2018 in Review

Capital Guardian Trust sold out of Healthcare Realty (HR) in Q4 2018, closing a stake of 2,228 shares — an estimated $59K sold.

Capital Guardian Trust first reported a position in HR in Q3 2018 and held it in 1 quarter. The position peaked at $59K in Q3 2018. 326 funds tracked by Wall St. Rank hold HR as of Q4 2018.

  • Capital Guardian Trust reported no remaining Healthcare Realty position as of Q4 2018 after selling out during the quarter.
  • Capital Guardian Trust sold 2,228 Healthcare Realty shares in Q4 2018, an estimated $59K.
  • Capital Guardian Trust first reported a position in Healthcare Realty in Q3 2018 and held it in 1 quarter.
  • Capital Guardian Trust's Healthcare Realty position peaked at $59K in Q3 2018.
  • 326 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2018.

Based on Capital Guardian Trust's 13F filing for Q4 2018, filed 14 Feb 2019.