Lincoln National Corp’s Healthcare Realty HR Stock Holding History

Lincoln National Corp’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 Q1	–	Sell	-8,905	Closed	-$268K	–	547
2017 Q4	$268K	Buy	+8,905	New	+$269K	0.01%	533
2016 Q4	–	Sell	-6,536	Closed	-$213K	–	313
2016 Q3	$213K	Buy	6,536 +31	+0.5%	+$1.03K	0.01%	267
2016 Q2	$211K	Sell	6,505 -1,305	-17%	-$39.3K	0.01%	249
2016 Q1	$230K	Hold	7,810	–	–	0.02%	216
2015 Q4	$212K	Sell	7,810 -1,600	-17%	-$41.3K	0.02%	184
2015 Q3	$234K	Buy	+9,410	New	+$232K	0.02%	154

Other funds holding HR

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

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

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

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

CIMLRA

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

CIM

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Lincoln National Corp's HR Position: Q1 2018 in Review

Lincoln National Corp sold out of Healthcare Realty (HR) in Q1 2018, closing a stake of 8,905 shares — an estimated $268K sold.

Lincoln National Corp first reported a position in HR in Q3 2015 and held it in 6 quarters. The position peaked at $268K in Q4 2017. 292 funds tracked by Wall St. Rank hold HR as of Q1 2018.

Lincoln National Corp reported no remaining Healthcare Realty position as of Q1 2018 after selling out during the quarter.
Lincoln National Corp sold 8,905 Healthcare Realty shares in Q1 2018, an estimated $268K.
Lincoln National Corp first reported a position in Healthcare Realty in Q3 2015 and held it in 6 quarters.
Lincoln National Corp's Healthcare Realty position peaked at $268K in Q4 2017.
292 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2018.

Based on Lincoln National Corp's 13F filing for Q1 2018, filed 9 May 2018.