HFP
HR icon

Holistic Financial Partners’s Healthcare Realty HR Stock Holding History

Holistic Financial 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
Q2 		– Sell
-167
Closed -$4K – 178
2018
Q1 		$4K Hold
167
– – ﹤0.01% 390
2017
Q4 		$5K Buy
+167
New +$5.05K ﹤0.01% 377

Other funds holding HR

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Holistic Financial Partners's HR Position: Q2 2018 in Review

Holistic Financial Partners sold out of Healthcare Realty (HR) in Q2 2018, closing a stake of 167 shares — an estimated $4K sold.

Holistic Financial Partners first reported a position in HR in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q4 2017. 297 funds tracked by Wall St. Rank hold HR as of Q2 2018.

  • Holistic Financial Partners reported no remaining Healthcare Realty position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 167 Healthcare Realty shares in Q2 2018, an estimated $4K.
  • Holistic Financial Partners first reported a position in Healthcare Realty in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Healthcare Realty position peaked at $5K in Q4 2017.
  • 297 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.