GC
HR icon

Grimes & Company’s Healthcare Realty HR Stock Holding History

Grimes & Company’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
2014
Q4 		– Sell
-8,479
Closed -$197K – 170
2014
Q3 		$197K Hold
8,479
– – 0.05% 147
2014
Q2 		$204K Hold
8,479
– – 0.05% 150
2014
Q1 		$193K Hold
8,479
– – 0.05% 140
2013
Q4 		$167K Buy
8,479
+3,370
+66% +$71.5K 0.05% 134
2013
Q3 		$107K Buy
+5,109
New +$110K 0.04% 130

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Grimes & Company's HR Position: Q4 2014 in Review

Grimes & Company sold out of Healthcare Realty (HR) in Q4 2014, closing a stake of 8,479 shares — an estimated $197K sold.

Grimes & Company first reported a position in HR in Q3 2013 and held it in 5 quarters. The position peaked at $204K in Q2 2014. 214 funds tracked by Wall St. Rank hold HR as of Q4 2014.

  • Grimes & Company reported no remaining Healthcare Realty position as of Q4 2014 after selling out during the quarter.
  • Grimes & Company sold 8,479 Healthcare Realty shares in Q4 2014, an estimated $197K.
  • Grimes & Company first reported a position in Healthcare Realty in Q3 2013 and held it in 5 quarters.
  • Grimes & Company's Healthcare Realty position peaked at $204K in Q2 2014.
  • 214 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2014.

Based on Grimes & Company's 13F filing for Q4 2014, filed 12 Feb 2015.