Clinton Group’s Healthcare Realty HR Stock Holding History

Clinton 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 Q2	–	Sell	-17,233	Closed	-$542K	–	705
2017 Q1	$542K	Sell	17,233 -7,153	-29%	-$217K	0.03%	608
2016 Q4	$710K	Buy	+24,386	New	+$717K	0.04%	481
2016 Q3	–	Sell	-12,293	Closed	-$398K	–	973
2016 Q2	$398K	Buy	12,293 +3,718	+43%	+$112K	0.02%	686
2016 Q1	$252K	Buy	+8,575	New	+$238K	0.02%	780
2015 Q4	–	Sell	-14,674	Closed	-$360K	–	796
2015 Q3	$360K	Buy	+14,674	New	+$362K	0.03%	514

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

CIMLRA

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

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

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

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

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

Clinton Group's HR Position: Q2 2017 in Review

Clinton Group sold out of Healthcare Realty (HR) in Q2 2017, closing a stake of 17,233 shares — an estimated $542K sold.

Clinton Group first reported a position in HR in Q3 2015 and held it in 5 quarters. The position peaked at $710K in Q4 2016. 279 funds tracked by Wall St. Rank hold HR as of Q2 2017.

Clinton Group reported no remaining Healthcare Realty position as of Q2 2017 after selling out during the quarter.
Clinton Group sold 17,233 Healthcare Realty shares in Q2 2017, an estimated $542K.
Clinton Group first reported a position in Healthcare Realty in Q3 2015 and held it in 5 quarters.
Clinton Group's Healthcare Realty position peaked at $710K in Q4 2016.
279 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2017.

Based on Clinton Group's 13F filing for Q2 2017, filed 14 Aug 2017.