Girard Partners’s Healthcare Realty HR Stock Holding History

Girard Partners’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 Q4	–	Sell	-3,672	Closed	-$97K	–	475
2018 Q3	$97K	Buy	+3,672	New	+$101K	0.02%	332
2018 Q1	–	Sell	-10,397	Closed	-$312K	–	273
2017 Q4	$312K	Buy	10,397 +3,360	+48%	+$102K	0.06%	215
2017 Q3	$210K	Hold	7,037	–	–	0.04%	239
2017 Q2	$219K	Hold	7,037	–	–	0.05%	240
2017 Q1	$221K	Hold	7,037	–	–	0.05%	215
2016 Q4	$205K	Hold	7,037	–	–	0.06%	213
2016 Q3	$230K	Buy	+7,037	New	+$233K	0.08%	183

Other funds holding HR

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 New York $115B AUM 24.78% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Girard Partners's HR Position: Q4 2018 in Review

Girard Partners sold out of Healthcare Realty (HR) in Q4 2018, closing a stake of 3,672 shares — an estimated $97K sold.

Girard Partners first reported a position in HR in Q3 2016 and held it in 7 quarters. The position peaked at $312K in Q4 2017. 325 funds tracked by Wall St. Rank hold HR as of Q4 2018.

Girard Partners reported no remaining Healthcare Realty position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 3,672 Healthcare Realty shares in Q4 2018, an estimated $97K.
Girard Partners first reported a position in Healthcare Realty in Q3 2016 and held it in 7 quarters.
Girard Partners's Healthcare Realty position peaked at $312K in Q4 2017.
325 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.