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IBEX Wealth Advisors’s Healthcare Realty HR Stock Holding History

IBEX Wealth Advisors’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
2017
Q1 		– Sell
-1,529
Closed -$45K – 199
2016
Q4 		$45K Buy
+1,529
New +$45K 0.02% 177

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

IBEX Wealth Advisors's HR Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Healthcare Realty (HR) in Q1 2017, closing a stake of 1,529 shares — an estimated $45K sold.

IBEX Wealth Advisors first reported a position in HR in Q4 2016 and held it in 1 quarter. The position peaked at $45K in Q4 2016. 242 funds tracked by Wall St. Rank hold HR as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Healthcare Realty position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,529 Healthcare Realty shares in Q1 2017, an estimated $45K.
  • IBEX Wealth Advisors first reported a position in Healthcare Realty in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Healthcare Realty position peaked at $45K in Q4 2016.
  • 242 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.