Independent Order of Foresters’s Healthcare Realty Trust Incorporated HR Stock Holding History

Independent Order of Foresters’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
2014 Q4	–	Sell	-3,900	Closed	-$92K	–	136
2014 Q3	$92K	Hold	3,900	–	–	0.09%	104
2014 Q2	$99K	Hold	3,900	–	–	0.09%	100
2014 Q1	$94K	Hold	3,900	–	–	0.09%	98
2013 Q4	$83K	Hold	3,900	–	–	0.08%	99
2013 Q3	$90K	Hold	3,900	–	–	0.09%	99
2013 Q2	$99K	Buy	+3,900	New	+$109K	0.1%	94

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Order of Foresters's HR Position: Q4 2014 in Review

Independent Order of Foresters sold out of Healthcare Realty Trust Incorporated (HR) in Q4 2014, closing a stake of 3,900 shares — an estimated $92K sold.

Independent Order of Foresters first reported a position in HR in Q2 2013 and held it in 6 quarters. The position peaked at $99K in Q2 2014. 192 funds tracked by Wall St. Rank hold HR as of Q4 2014.

Independent Order of Foresters reported no remaining Healthcare Realty Trust Incorporated position as of Q4 2014 after selling out during the quarter.
Independent Order of Foresters sold 3,900 Healthcare Realty Trust Incorporated shares in Q4 2014, an estimated $92K.
Independent Order of Foresters first reported a position in Healthcare Realty Trust Incorporated in Q2 2013 and held it in 6 quarters.
Independent Order of Foresters's Healthcare Realty Trust Incorporated position peaked at $99K in Q2 2014.
192 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2014.

Based on Independent Order of Foresters's 13F filing for Q4 2014, filed 12 Feb 2015.