Castle Ridge Investment Management’s Healthcare Realty HR Stock Holding History

Castle Ridge 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 Q3	$5.08M	Buy	+170,480	New	+$5.18M	4.88%	12

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

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CIMLRA

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Castle Ridge Investment Management's HR Position: Q3 2017 in Review

Castle Ridge Investment Management opened a new position in Healthcare Realty (HR) in Q3 2017: 170,480 shares worth $5.08M. The stake represents 4.88% of the portfolio and ranks #12 among its holdings.

276 funds tracked by Wall St. Rank hold HR as of Q3 2017.

Castle Ridge Investment Management held 170,480 shares of Healthcare Realty worth $5.08M as of Q3 2017.
Healthcare Realty was a new Castle Ridge Investment Management position in Q3 2017.
Healthcare Realty made up 4.88% of Castle Ridge Investment Management's portfolio in Q3 2017, its #12 holding.
276 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2017.

Based on Castle Ridge Investment Management's 13F filing for Q3 2017, filed 14 Nov 2017.