IPC
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Independent Portfolio Consultants’s Healthcare Realty HR Stock Holding History

Independent Portfolio Consultants’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
-28
Closed -$1K – 852
2016
Q4 		$1K Buy
+28
New +$824 ﹤0.01% 770

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $14.3B AUM 16.79% 1-Year Est. Return

Independent Portfolio Consultants's HR Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Healthcare Realty (HR) in Q1 2017, closing a stake of 28 shares — an estimated $1K sold.

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

  • Independent Portfolio Consultants reported no remaining Healthcare Realty position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 28 Healthcare Realty shares in Q1 2017, an estimated $1K.
  • Independent Portfolio Consultants first reported a position in Healthcare Realty in Q4 2016 and held it in 1 quarter.
  • Independent Portfolio Consultants's Healthcare Realty position peaked at $1K in Q4 2016.
  • 242 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.