Creative Planning
HR

Creative Planning’s Healthcare Realty Trust Incorporated HR Stock Holding History

Creative Planning’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
Q2 		– Sell
-36,167
Closed -$1M – 2255
2018
Q1 		$1M Buy
36,167
+83
+0.2% +$2.37K ﹤0.01% 736
2017
Q4 		$1.16M Buy
+36,084
New +$1.17M 0.01% 655
2017
Q3 		– Sell
-1,036
Closed -$35K – 4786
2017
Q2 		$35K Hold
1,036
– – ﹤0.01% 2803
2017
Q1 		$34K Sell
1,036
-2,170
-68% -$67.1K ﹤0.01% 2763
2016
Q4 		$97K Buy
3,206
+1,506
+89% +$45.9K ﹤0.01% 1898
2016
Q3 		$58K Buy
1,700
+82
+5% +$2.88K ﹤0.01% 2252
2016
Q2 		$57K Hold
1,618
– – ﹤0.01% 2058
2016
Q1 		$50K Buy
1,618
+83
+5% +$2.41K ﹤0.01% 2120
2015
Q4 		$43K Sell
1,535
-1,538
-50% -$41K ﹤0.01% 2247
2015
Q3 		$76K Buy
+3,073
New +$73.2K ﹤0.01% 1758
2015
Q2 		– Sell
-2,322
Closed -$65K – 4334
2015
Q1 		$65K Sell
2,322
-167
-7% -$4.76K ﹤0.01% 1841
2014
Q4 		$68K Buy
2,489
+167
+7% +$4.35K ﹤0.01% 1799
2014
Q3 		$55K Buy
2,322
+669
+40% +$16.6K ﹤0.01% 1865
2014
Q2 		$42K Sell
1,653
-170
-9% -$4.24K ﹤0.01% 1995
2014
Q1 		$44K Buy
1,823
+50
+3% +$1.15K ﹤0.01% 1895
2013
Q4 		$38K Buy
1,773
+388
+28% +$8.79K ﹤0.01% 1791
2013
Q3 		$32K Buy
1,385
+270
+24% +$6.57K ﹤0.01% 1818
2013
Q2 		$28K Buy
+1,115
New +$31.2K ﹤0.01% 1735

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's HR Position: Q2 2018 in Review

Creative Planning sold out of Healthcare Realty Trust Incorporated (HR) in Q2 2018, closing a stake of 36,167 shares — an estimated $1M sold.

Creative Planning first reported a position in HR in Q2 2013 and held it in 18 quarters. The position peaked at $1.16M in Q4 2017. 242 funds tracked by Wall St. Rank hold HR as of Q2 2018.

  • Creative Planning reported no remaining Healthcare Realty Trust Incorporated position as of Q2 2018 after selling out during the quarter.
  • Creative Planning sold 36,167 Healthcare Realty Trust Incorporated shares in Q2 2018, an estimated $1M.
  • Creative Planning first reported a position in Healthcare Realty Trust Incorporated in Q2 2013 and held it in 18 quarters.
  • Creative Planning's Healthcare Realty Trust Incorporated position peaked at $1.16M in Q4 2017.
  • 242 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q2 2018.

Based on Creative Planning's 13F filing for Q2 2018, filed 20 Jul 2018.