DOA
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D'Orazio & Associates’s Healthcare Realty HR Stock Holding History

D'Orazio & Associates’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
Q1 		– Sell
-75
Closed -$2K – 309
2017
Q4 		$2K Hold
75
– – ﹤0.01% 296
2017
Q3 		$2K Hold
75
– – ﹤0.01% 253
2017
Q2 		$2K Buy
+75
New +$2.36K ﹤0.01% 299

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

D'Orazio & Associates's HR Position: Q1 2018 in Review

D'Orazio & Associates sold out of Healthcare Realty (HR) in Q1 2018, closing a stake of 75 shares — an estimated $2K sold.

D'Orazio & Associates first reported a position in HR in Q2 2017 and held it in 3 quarters. The position peaked at $2K in Q4 2017. 292 funds tracked by Wall St. Rank hold HR as of Q1 2018.

  • D'Orazio & Associates reported no remaining Healthcare Realty position as of Q1 2018 after selling out during the quarter.
  • D'Orazio & Associates sold 75 Healthcare Realty shares in Q1 2018, an estimated $2K.
  • D'Orazio & Associates first reported a position in Healthcare Realty in Q2 2017 and held it in 3 quarters.
  • D'Orazio & Associates's Healthcare Realty position peaked at $2K in Q4 2017.
  • 292 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2018.

Based on D'Orazio & Associates's 13F filing for Q1 2018, filed 4 May 2018.