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

Cornerstone 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
2018
Q4 		– Sell
-68,773
Closed -$2.3M – 690
2018
Q3 		$2.3M Buy
68,773
+18,463
+37% +$509K 0.03% 459
2018
Q2 		$1.89M Buy
+50,310
New +$1.28M 0.02% 569

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Cornerstone Wealth Management's HR Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Healthcare Realty (HR) in Q4 2018, closing a stake of 68,773 shares — an estimated $2.3M sold.

Cornerstone Wealth Management first reported a position in HR in Q2 2018 and held it in 2 quarters. The position peaked at $2.3M in Q3 2018. 325 funds tracked by Wall St. Rank hold HR as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Healthcare Realty position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 68,773 Healthcare Realty shares in Q4 2018, an estimated $2.3M.
  • Cornerstone Wealth Management first reported a position in Healthcare Realty in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Healthcare Realty position peaked at $2.3M in Q3 2018.
  • 325 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.