CAG
HR icon

Csenge Advisory Group’s Healthcare Realty HR Stock Holding History

Csenge Advisory Group’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
Q3 		– Sell
-14,173
Closed -$374K – 1272
2018
Q2 		$374K Sell
14,173
-443
-3% -$11.3K 0.14% 150
2018
Q1 		$387K Buy
14,616
+2,636
+22% +$70.2K 0.13% 152
2017
Q4 		$360K Sell
11,980
-1,338
-10% -$40.5K 0.13% 148
2017
Q3 		$397K Buy
+13,318
New +$405K 0.16% 134

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
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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Csenge Advisory Group's HR Position: Q3 2018 in Review

Csenge Advisory Group sold out of Healthcare Realty (HR) in Q3 2018, closing a stake of 14,173 shares — an estimated $374K sold.

Csenge Advisory Group first reported a position in HR in Q3 2017 and held it in 4 quarters. The position peaked at $397K in Q3 2017. 307 funds tracked by Wall St. Rank hold HR as of Q3 2018.

  • Csenge Advisory Group reported no remaining Healthcare Realty position as of Q3 2018 after selling out during the quarter.
  • Csenge Advisory Group sold 14,173 Healthcare Realty shares in Q3 2018, an estimated $374K.
  • Csenge Advisory Group first reported a position in Healthcare Realty in Q3 2017 and held it in 4 quarters.
  • Csenge Advisory Group's Healthcare Realty position peaked at $397K in Q3 2017.
  • 307 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2018.

Based on Csenge Advisory Group's 13F filing for Q3 2018, filed 19 Nov 2018.