Global Financial Private Capital’s Healthcare Realty HR Stock Holding History

Global Financial Private Capital’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
2019 Q2	–	Sell	-14,627	Closed	-$418K	–	512
2019 Q1	$418K	Buy	14,627 +110	+0.8%	+$3.06K	0.02%	303
2018 Q4	$368K	Sell	14,517 -3,069	-17%	-$81.3K	0.02%	282
2018 Q3	$469K	Sell	17,586 -943	-5%	-$26K	0.02%	387
2018 Q2	$500K	Sell	18,529 -14,118	-43%	-$359K	0.02%	370
2018 Q1	$864K	Sell	32,647 -4,281	-12%	-$114K	0.03%	280
2017 Q4	$1.11M	Buy	36,928 +2,252	+6%	+$68.1K	0.04%	243
2017 Q3	$1.03M	Buy	+34,676	New	+$1.05M	0.04%	246

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIMLRA

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

AAMU

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Global Financial Private Capital's HR Position: Q2 2019 in Review

Global Financial Private Capital sold out of Healthcare Realty (HR) in Q2 2019, closing a stake of 14,627 shares — an estimated $418K sold.

Global Financial Private Capital first reported a position in HR in Q3 2017 and held it in 7 quarters. The position peaked at $1.11M in Q4 2017. 311 funds tracked by Wall St. Rank hold HR as of Q2 2019.

Global Financial Private Capital reported no remaining Healthcare Realty position as of Q2 2019 after selling out during the quarter.
Global Financial Private Capital sold 14,627 Healthcare Realty shares in Q2 2019, an estimated $418K.
Global Financial Private Capital first reported a position in Healthcare Realty in Q3 2017 and held it in 7 quarters.
Global Financial Private Capital's Healthcare Realty position peaked at $1.11M in Q4 2017.
311 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2019.

Based on Global Financial Private Capital's 13F filing for Q2 2019, filed 14 Aug 2019.