Jacobs Levy Equity Management’s HOME PROPERTIES, INC HME Stock Holding History

Jacobs Levy Equity Management’s Portfolio HME Stock Details HME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-4,500	Closed	-$312K	–	915
2015 Q1	$312K	Hold	4,500	–	–	0.01%	646
2014 Q4	$295K	Hold	4,500	–	–	0.01%	686
2014 Q3	$262K	Buy	+4,500	New	+$284K	﹤0.01%	706
2014 Q1	–	Sell	-11,000	Closed	-$590K	–	1113
2013 Q4	$590K	Sell	11,000 -5,000	-31%	-$281K	0.01%	688
2013 Q3	$924K	Sell	16,000 -42,900	-73%	-$2.63M	0.02%	552
2013 Q2	$3.85M	Buy	+58,900	New	+$3.76M	0.07%	314

Other funds holding HME

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

CIMLRA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Jacobs Levy Equity Management's HME Position: Q2 2015 in Review

Jacobs Levy Equity Management sold out of HOME PROPERTIES, INC (HME) in Q2 2015, closing a stake of 4,500 shares — an estimated $312K sold.

Jacobs Levy Equity Management first reported a position in HME in Q2 2013 and held it in 6 quarters. The position peaked at $3.85M in Q2 2013. 301 funds tracked by Wall St. Rank hold HME as of Q2 2015.

Jacobs Levy Equity Management reported no remaining HOME PROPERTIES, INC position as of Q2 2015 after selling out during the quarter.
Jacobs Levy Equity Management sold 4,500 HOME PROPERTIES, INC shares in Q2 2015, an estimated $312K.
Jacobs Levy Equity Management first reported a position in HOME PROPERTIES, INC in Q2 2013 and held it in 6 quarters.
Jacobs Levy Equity Management's HOME PROPERTIES, INC position peaked at $3.85M in Q2 2013.
301 funds tracked by Wall St. Rank held HOME PROPERTIES, INC as of Q2 2015.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2015, filed 14 Aug 2015.