Legacy Advisors’s Healthcare Realty HR Stock Holding History

Legacy Advisors’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
2018 Q3	–	Sell	-4,000	Closed	-$108K	–	481
2018 Q2	$108K	Buy	+4,000	New	+$102K	0.08%	134

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Legacy Advisors's HR Position: Q3 2018 in Review

Legacy Advisors sold out of Healthcare Realty (HR) in Q3 2018, closing a stake of 4,000 shares — an estimated $108K sold.

Legacy Advisors first reported a position in HR in Q2 2018 and held it in 1 quarter. The position peaked at $108K in Q2 2018. 307 funds tracked by Wall St. Rank hold HR as of Q3 2018.

Legacy Advisors reported no remaining Healthcare Realty position as of Q3 2018 after selling out during the quarter.
Legacy Advisors sold 4,000 Healthcare Realty shares in Q3 2018, an estimated $108K.
Legacy Advisors first reported a position in Healthcare Realty in Q2 2018 and held it in 1 quarter.
Legacy Advisors's Healthcare Realty position peaked at $108K in Q2 2018.
307 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2018.

Based on Legacy Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.