CWM
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Concert Wealth Management’s Healthcare Realty HR Stock Holding History

Concert Wealth 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
2014
Q4 		– Sell
-5,601
Closed -$130K – 649
2014
Q3 		$130K Sell
5,601
-691
-11% -$16.8K 0.02% 526
2014
Q2 		$149K Sell
6,292
-7,463
-54% -$178K 0.02% 538
2014
Q1 		$314K Sell
13,755
-1,240
-8% -$27K 0.04% 396
2013
Q4 		$295K Buy
+14,995
New +$318K 0.04% 380

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Concert Wealth Management's HR Position: Q4 2014 in Review

Concert Wealth Management sold out of Healthcare Realty (HR) in Q4 2014, closing a stake of 5,601 shares — an estimated $130K sold.

Concert Wealth Management first reported a position in HR in Q4 2013 and held it in 4 quarters. The position peaked at $314K in Q1 2014. 214 funds tracked by Wall St. Rank hold HR as of Q4 2014.

  • Concert Wealth Management reported no remaining Healthcare Realty position as of Q4 2014 after selling out during the quarter.
  • Concert Wealth Management sold 5,601 Healthcare Realty shares in Q4 2014, an estimated $130K.
  • Concert Wealth Management first reported a position in Healthcare Realty in Q4 2013 and held it in 4 quarters.
  • Concert Wealth Management's Healthcare Realty position peaked at $314K in Q1 2014.
  • 214 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2014.

Based on Concert Wealth Management's 13F filing for Q4 2014, filed 11 Feb 2015.