Investors Capital Advisory Services’s Healthcare Realty HR Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$677K	Sell	20,948 -4,381	-17%	-$132K	0.13%	214
2016 Q1	$745K	Sell	25,329 -2,059	-8%	-$57.1K	0.15%	190
2015 Q4	$738K	Sell	27,388 -4,674	-15%	-$121K	0.14%	209
2015 Q3	$785K	Buy	32,062 +2,589	+9%	+$63.9K	0.16%	186
2015 Q2	$705K	Sell	29,473 -2,441	-8%	-$62.4K	0.13%	227
2015 Q1	$889K	Sell	31,914 -3,922	-11%	-$110K	0.17%	178
2014 Q4	$965K	Sell	35,836 -5,970	-14%	-$151K	0.18%	157
2014 Q3	$969K	Sell	41,806 -8,164	-16%	-$198K	0.19%	153
2014 Q2	$1.2M	Sell	49,970 -7,085	-12%	-$169K	0.19%	154
2014 Q1	$1.3M	Sell	57,055 -10,620	-16%	-$231K	0.28%	87
2013 Q4	$1.33M	Buy	67,675 +21,475	+46%	+$455K	0.31%	76
2013 Q3	$971K	Sell	46,200 -17,376	-27%	-$375K	0.25%	111
2013 Q2	$1.43M	Buy	+63,576	New	+$1.53M	0.44%	52

Other funds holding HR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CIMLRA

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

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

Investors Capital Advisory Services's HR Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its Healthcare Realty (HR) stake by 17% in Q2 2016, selling an estimated $132K and leaving 20,948 shares worth $677K. The position accounts for 0.13% of the portfolio, ranked #214.

Investors Capital Advisory Services first reported a position in HR in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.43M in Q2 2013. 255 funds tracked by Wall St. Rank hold HR as of Q2 2016.

Investors Capital Advisory Services held 20,948 shares of Healthcare Realty worth $677K as of Q2 2016.
Investors Capital Advisory Services sold 4,381 Healthcare Realty shares in Q2 2016, an estimated $132K.
Healthcare Realty made up 0.13% of Investors Capital Advisory Services's portfolio in Q2 2016, its #214 holding.
Investors Capital Advisory Services first reported a position in Healthcare Realty in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's Healthcare Realty position peaked at $1.43M in Q2 2013.
255 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.