Cascade Investment Advisors’s Healthcare Realty HR Stock Holding History

Cascade Investment 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
2019 Q4	–	Sell	-350	Closed	-$10.3K	–	265
2019 Q3	$10.3K	Hold	350	–	–	0.01%	227
2019 Q2	$9.6K	Sell	350 -300	-46%	-$8.45K	0.01%	217
2019 Q1	$18.6K	Hold	650	–	–	0.02%	172
2018 Q4	$16.5K	Hold	650	–	–	0.02%	175
2018 Q3	$17.3K	Hold	650	–	–	0.01%	168
2018 Q2	$17.5K	Hold	650	–	–	0.02%	167
2018 Q1	$17.2K	Hold	650	–	–	0.01%	164
2017 Q4	$19.5K	Sell	650 -550	-46%	-$16.6K	0.02%	155
2017 Q3	$35.8K	Hold	1,200	–	–	0.03%	134
2017 Q2	$37.3K	Hold	1,200	–	–	0.03%	130
2017 Q1	$37.8K	Hold	1,200	–	–	0.03%	118
2016 Q4	$34.9K	Buy	+1,200	New	+$35.3K	0.03%	121
2016 Q2	$38.8K	Buy	+1,200	New	+$36.1K	0.04%	113

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Cascade Investment Advisors's HR Position: Q4 2019 in Review

Cascade Investment Advisors sold out of Healthcare Realty (HR) in Q4 2019, closing a stake of 350 shares — an estimated $10.3K sold.

Cascade Investment Advisors first reported a position in HR in Q2 2016 and held it in 13 quarters. The position peaked at $38.8K in Q2 2016. 339 funds tracked by Wall St. Rank hold HR as of Q4 2019.

Cascade Investment Advisors reported no remaining Healthcare Realty position as of Q4 2019 after selling out during the quarter.
Cascade Investment Advisors sold 350 Healthcare Realty shares in Q4 2019, an estimated $10.3K.
Cascade Investment Advisors first reported a position in Healthcare Realty in Q2 2016 and held it in 13 quarters.
Cascade Investment Advisors's Healthcare Realty position peaked at $38.8K in Q2 2016.
339 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2019.

Based on Cascade Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.