Founders Capital Management (Texas)’s Healthcare Realty HR Stock Holding History

Founders Capital Management (Texas)’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	-1,672	Closed	-$44K	–	330
2018 Q1	$44K	Hold	1,672	–	–	0.04%	144
2017 Q4	$50K	Hold	1,672	–	–	0.04%	137
2017 Q3	$50K	Hold	1,672	–	–	0.04%	136
2017 Q2	$52K	Hold	1,672	–	–	0.05%	133
2017 Q1	$53K	Buy	+1,672	New	+$50.7K	0.05%	132

Other funds holding HR

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

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Founders Capital Management (Texas)'s HR Position: Q2 2018 in Review

Founders Capital Management (Texas) sold out of Healthcare Realty (HR) in Q2 2018, closing a stake of 1,672 shares — an estimated $44K sold.

Founders Capital Management (Texas) first reported a position in HR in Q1 2017 and held it in 5 quarters. The position peaked at $53K in Q1 2017. 297 funds tracked by Wall St. Rank hold HR as of Q2 2018.

Founders Capital Management (Texas) reported no remaining Healthcare Realty position as of Q2 2018 after selling out during the quarter.
Founders Capital Management (Texas) sold 1,672 Healthcare Realty shares in Q2 2018, an estimated $44K.
Founders Capital Management (Texas) first reported a position in Healthcare Realty in Q1 2017 and held it in 5 quarters.
Founders Capital Management (Texas)'s Healthcare Realty position peaked at $53K in Q1 2017.
297 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2018.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2018, filed 9 Jul 2018.