KT
HR

Kanaly Trust’s Healthcare Realty Trust Incorporated HR Stock Holding History

Kanaly Trust’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
Q3 		– Sell
-1,000
Closed -$25K – 845
2014
Q2 		$25K Hold
1,000
– – ﹤0.01% 384
2014
Q1 		$24K Hold
1,000
– – ﹤0.01% 375
2013
Q4 		$21K Buy
+1,000
New +$22.7K ﹤0.01% 372

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
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 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kanaly Trust's HR Position: Q3 2014 in Review

Kanaly Trust sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2014, closing a stake of 1,000 shares — an estimated $25K sold.

Kanaly Trust first reported a position in HR in Q4 2013 and held it in 3 quarters. The position peaked at $25K in Q2 2014. 183 funds tracked by Wall St. Rank hold HR as of Q3 2014.

  • Kanaly Trust reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2014 after selling out during the quarter.
  • Kanaly Trust sold 1,000 Healthcare Realty Trust Incorporated shares in Q3 2014, an estimated $25K.
  • Kanaly Trust first reported a position in Healthcare Realty Trust Incorporated in Q4 2013 and held it in 3 quarters.
  • Kanaly Trust's Healthcare Realty Trust Incorporated position peaked at $25K in Q2 2014.
  • 183 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2014.

Based on Kanaly Trust's 13F filing for Q3 2014, filed 29 Oct 2014.