Jacobs Levy Equity Management
HR

Jacobs Levy Equity Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

Jacobs Levy Equity Management’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
Q3 		– Sell
-20,360
Closed -$695K – 1074
2017
Q2 		$695K Buy
+20,360
New +$685K 0.01% 633

Other funds holding HR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Jacobs Levy Equity Management's HR Position: Q3 2017 in Review

Jacobs Levy Equity Management sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2017, closing a stake of 20,360 shares — an estimated $695K sold.

Jacobs Levy Equity Management first reported a position in HR in Q2 2017 and held it in 1 quarter. The position peaked at $695K in Q2 2017. 215 funds tracked by Wall St. Rank hold HR as of Q3 2017.

  • Jacobs Levy Equity Management reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2017 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 20,360 Healthcare Realty Trust Incorporated shares in Q3 2017, an estimated $695K.
  • Jacobs Levy Equity Management first reported a position in Healthcare Realty Trust Incorporated in Q2 2017 and held it in 1 quarter.
  • Jacobs Levy Equity Management's Healthcare Realty Trust Incorporated position peaked at $695K in Q2 2017.
  • 215 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2017.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2017, filed 14 Nov 2017.