FIM
HR icon

Freedom Investment Management’s Healthcare Realty HR Stock Holding History

Freedom 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
Q2 		– Sell
-10,935
Closed -$289K – 1021
2018
Q1 		$289K Sell
10,935
-645
-6% -$17.2K 0.01% 889
2017
Q4 		$348K Buy
11,580
+275
+2% +$8.32K 0.02% 821
2017
Q3 		$337K Sell
11,305
-1,903
-14% -$57.8K 0.02% 783
2017
Q2 		$411K Sell
13,208
-24
-0.2% -$757 0.02% 641
2017
Q1 		$416K Sell
13,232
-2,813
-18% -$85.4K 0.02% 617
2016
Q4 		$467K Sell
16,045
-4,356
-21% -$128K 0.03% 511
2016
Q3 		$665K Sell
20,401
-342
-2% -$11.3K 0.04% 368
2016
Q2 		$671K Sell
20,743
-452
-2% -$13.6K 0.05% 331
2016
Q1 		$624K Sell
21,195
-11,544
-35% -$320K 0.05% 329
2015
Q4 		$883K Buy
32,739
+19,912
+155% +$514K 0.07% 246
2015
Q3 		$317K Sell
12,827
-5,085
-28% -$125K 0.03% 454
2015
Q2 		$429K Buy
17,912
+5,767
+47% +$147K 0.04% 387
2015
Q1 		$338K Buy
+12,145
New +$341K 0.04% 440

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freedom Investment Management's HR Position: Q2 2018 in Review

Freedom Investment Management sold out of Healthcare Realty (HR) in Q2 2018, closing a stake of 10,935 shares — an estimated $289K sold.

Freedom Investment Management first reported a position in HR in Q1 2015 and held it in 13 quarters. The position peaked at $883K in Q4 2015. 297 funds tracked by Wall St. Rank hold HR as of Q2 2018.

  • Freedom Investment Management reported no remaining Healthcare Realty position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 10,935 Healthcare Realty shares in Q2 2018, an estimated $289K.
  • Freedom Investment Management first reported a position in Healthcare Realty in Q1 2015 and held it in 13 quarters.
  • Freedom Investment Management's Healthcare Realty position peaked at $883K in Q4 2015.
  • 297 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.