HRES
AVIV

Heitman Real Estate Securities’s AVIV REIT INC COM STK (MD) AVIV Stock Holding History

Heitman Real Estate Securities’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-22,380
Closed -$630K – 64
2014
Q2 		$630K Sell
22,380
-3,540
-14% -$96K 0.04% 53
2014
Q1 		$634K Sell
25,920
-1,880
-7% -$45.8K 0.04% 50
2013
Q4 		$659K Sell
27,800
-5,700
-17% -$140K 0.05% 52
2013
Q3 		$764K Buy
33,500
+1,300
+4% +$31.2K 0.05% 51
2013
Q2 		$814K Buy
+32,200
New +$847K 0.05% 56

Other funds holding AVIV

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 16.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Heitman Real Estate Securities's AVIV Position: Q3 2014 in Review

Heitman Real Estate Securities sold out of AVIV REIT INC COM STK (MD) (AVIV) in Q3 2014, closing a stake of 22,380 shares — an estimated $630K sold.

Heitman Real Estate Securities first reported a position in AVIV in Q2 2013 and held it in 5 quarters. The position peaked at $814K in Q2 2013. 135 funds tracked by Wall St. Rank hold AVIV as of Q3 2014.

  • Heitman Real Estate Securities reported no remaining AVIV REIT INC COM STK (MD) position as of Q3 2014 after selling out during the quarter.
  • Heitman Real Estate Securities sold 22,380 AVIV REIT INC COM STK (MD) shares in Q3 2014, an estimated $630K.
  • Heitman Real Estate Securities first reported a position in AVIV REIT INC COM STK (MD) in Q2 2013 and held it in 5 quarters.
  • Heitman Real Estate Securities's AVIV REIT INC COM STK (MD) position peaked at $814K in Q2 2013.
  • 135 funds tracked by Wall St. Rank held AVIV REIT INC COM STK (MD) as of Q3 2014.

Based on Heitman Real Estate Securities's 13F filing for Q3 2014, filed 12 Nov 2014.