IH
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IFC Holdings’s Healthcare Realty HR Stock Holding History

IFC Holdings’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
Q1 		– Sell
-6,821
Closed -$206K – 171
2017
Q4 		$206K Buy
+6,821
New +$206K 0.01% 462
2015
Q2 		– Sell
-12,464
Closed -$343K – 391
2015
Q1 		$343K Sell
12,464
-257
-2% -$7.22K 0.05% 263
2014
Q4 		$344K Buy
12,721
+1,201
+10% +$30.4K 0.06% 250
2014
Q3 		$267K Sell
11,520
-2,753
-19% -$66.8K 0.05% 278
2014
Q2 		$341K Sell
14,273
-5,689
-28% -$135K 0.06% 236
2014
Q1 		$454K Buy
19,962
+4,620
+30% +$101K 0.09% 178
2013
Q4 		$303K Buy
15,342
+4,630
+43% +$98.2K 0.06% 248
2013
Q3 		$230K Sell
10,712
-9,981
-48% -$215K 0.05% 296
2013
Q2 		$463K Buy
+20,693
New +$498K 0.11% 195

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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

IFC Holdings's HR Position: Q1 2018 in Review

IFC Holdings sold out of Healthcare Realty (HR) in Q1 2018, closing a stake of 6,821 shares — an estimated $206K sold.

IFC Holdings first reported a position in HR in Q2 2013 and held it in 9 quarters. The position peaked at $463K in Q2 2013. 291 funds tracked by Wall St. Rank hold HR as of Q1 2018.

  • IFC Holdings reported no remaining Healthcare Realty position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 6,821 Healthcare Realty shares in Q1 2018, an estimated $206K.
  • IFC Holdings first reported a position in Healthcare Realty in Q2 2013 and held it in 9 quarters.
  • IFC Holdings's Healthcare Realty position peaked at $463K in Q2 2013.
  • 291 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.