CEMP
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Compass Efficient Model Portfolios’s Healthcare Realty HR Stock Holding History

Compass Efficient Model Portfolios’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
2013
Q4 		$62K Buy
3,148
+787
+33% +$16.7K 2.34% 9
2013
Q3 		$50K Hold
2,361
– – 0.37% 20
2013
Q2 		$53K Buy
+2,361
New +$56.8K 0.03% 24

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCMA
Daiwa Capital Markets America New York $11.8B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Compass Efficient Model Portfolios's HR Position: Q4 2013 in Review

Compass Efficient Model Portfolios increased its Healthcare Realty (HR) stake by 33% in Q4 2013, buying an estimated $16.7K and bringing the position to 3,148 shares worth $62K. The position accounts for 2.34% of the portfolio, ranked #9.

Compass Efficient Model Portfolios first reported a position in HR in Q2 2013 and has held it in 3 quarters since. 189 funds tracked by Wall St. Rank hold HR as of Q4 2013.

  • Compass Efficient Model Portfolios held 3,148 shares of Healthcare Realty worth $62K as of Q4 2013.
  • Compass Efficient Model Portfolios bought 787 Healthcare Realty shares in Q4 2013, an estimated $16.7K.
  • Healthcare Realty made up 2.34% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #9 holding.
  • Compass Efficient Model Portfolios first reported a position in Healthcare Realty in Q2 2013 and has held it in 3 quarters since.
  • 189 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.