Foresters Investment Management’s Healthcare Realty HR Stock Holding History

Foresters Investment 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 Q3	–	Sell	-183	Closed	-$5K	–	384
2018 Q2	$5K	Sell	183 -3,260	-95%	-$82.9K	﹤0.01%	378
2018 Q1	$91K	Hold	3,443	–	–	﹤0.01%	376
2017 Q4	$103K	Hold	3,443	–	–	﹤0.01%	559
2017 Q3	$103K	Hold	3,443	–	–	﹤0.01%	546
2017 Q2	$107K	Sell	3,443 -67	-2%	-$2.11K	﹤0.01%	535
2017 Q1	$110K	Hold	3,510	–	–	﹤0.01%	386
2016 Q4	$99K	Hold	3,510	–	–	﹤0.01%	368
2016 Q3	$114K	Hold	3,510	–	–	﹤0.01%	351
2016 Q2	$114K	Buy	+3,510	New	+$106K	﹤0.01%	352

Other funds holding HR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Foresters Investment Management's HR Position: Q3 2018 in Review

Foresters Investment Management sold out of Healthcare Realty (HR) in Q3 2018, closing a stake of 183 shares — an estimated $5K sold.

Foresters Investment Management first reported a position in HR in Q2 2016 and held it in 9 quarters. The position peaked at $114K in Q3 2016. 308 funds tracked by Wall St. Rank hold HR as of Q3 2018.

Foresters Investment Management reported no remaining Healthcare Realty position as of Q3 2018 after selling out during the quarter.
Foresters Investment Management sold 183 Healthcare Realty shares in Q3 2018, an estimated $5K.
Foresters Investment Management first reported a position in Healthcare Realty in Q2 2016 and held it in 9 quarters.
Foresters Investment Management's Healthcare Realty position peaked at $114K in Q3 2016.
308 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2018.

Based on Foresters Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.