Congress Asset Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

Congress Asset 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
2018 Q4	–	Sell	-32,357	Closed	-$947K	–	389
2018 Q3	$947K	Buy	32,357 +3,405	+12%	+$102K	0.01%	309
2018 Q2	$842K	Hold	28,952	–	–	0.01%	307
2018 Q1	$802K	Buy	28,952 +256	+0.9%	+$7.31K	0.01%	320
2017 Q4	$922K	Sell	28,696 -505	-2%	-$16.4K	0.01%	312
2017 Q3	$944K	Buy	+29,201	New	+$965K	0.01%	321

Other funds holding HR

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Congress Asset Management's HR Position: Q4 2018 in Review

Congress Asset Management sold out of Healthcare Realty Trust Incorporated (HR) in Q4 2018, closing a stake of 32,357 shares — an estimated $947K sold.

Congress Asset Management first reported a position in HR in Q3 2017 and held it in 5 quarters. The position peaked at $947K in Q3 2018. 238 funds tracked by Wall St. Rank hold HR as of Q4 2018.

Congress Asset Management reported no remaining Healthcare Realty Trust Incorporated position as of Q4 2018 after selling out during the quarter.
Congress Asset Management sold 32,357 Healthcare Realty Trust Incorporated shares in Q4 2018, an estimated $947K.
Congress Asset Management first reported a position in Healthcare Realty Trust Incorporated in Q3 2017 and held it in 5 quarters.
Congress Asset Management's Healthcare Realty Trust Incorporated position peaked at $947K in Q3 2018.
238 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2018.

Based on Congress Asset Management's 13F filing for Q4 2018, filed 25 Jan 2019.