HSA
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HBK Sorce Advisory’s Healthcare Realty HR Stock Holding History

HBK Sorce Advisory’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
2013
Q4 		– Sell
-10,320
Closed -$217K – 189
2013
Q3 		$217K Sell
10,320
-10,320
-50% -$223K 0.09% 159
2013
Q2 		$464K Buy
+20,640
New +$496K 0.1% 143

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
DCMA
Daiwa Capital Markets America New York $11.8B AUM
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

HBK Sorce Advisory's HR Position: Q4 2013 in Review

HBK Sorce Advisory sold out of Healthcare Realty (HR) in Q4 2013, closing a stake of 10,320 shares — an estimated $217K sold.

HBK Sorce Advisory first reported a position in HR in Q2 2013 and held it in 2 quarters. The position peaked at $464K in Q2 2013. 189 funds tracked by Wall St. Rank hold HR as of Q4 2013.

  • HBK Sorce Advisory reported no remaining Healthcare Realty position as of Q4 2013 after selling out during the quarter.
  • HBK Sorce Advisory sold 10,320 Healthcare Realty shares in Q4 2013, an estimated $217K.
  • HBK Sorce Advisory first reported a position in Healthcare Realty in Q2 2013 and held it in 2 quarters.
  • HBK Sorce Advisory's Healthcare Realty position peaked at $464K in Q2 2013.
  • 189 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2013.

Based on HBK Sorce Advisory's 13F filing for Q4 2013, filed 12 Feb 2014.