National Investment Services’s Healthcare Realty HR Stock Holding History

National Investment Services’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
2019 Q4	–	Sell	-79,687	Closed	-$2.34M	–	29
2019 Q3	$2.34M	Buy	+79,687	New	+$2.23M	2.72%	8
2018 Q4	–	Sell	-82,141	Closed	-$2.19M	–	76
2018 Q3	$2.19M	Sell	82,141 -5,119	-6%	-$141K	2.15%	12
2018 Q2	$2.35M	Sell	87,260 -194	-0.2%	-$4.94K	2.19%	15
2018 Q1	$2.31M	Buy	87,454 +17,307	+25%	+$461K	2.16%	16
2017 Q4	$2.11M	Buy	70,147 +1,352	+2%	+$40.9K	2.03%	24
2017 Q3	$2.05M	Buy	68,795 +2,034	+3%	+$61.8K	2.11%	25
2017 Q2	$2.08M	Buy	+66,761	New	+$2.1M	2.18%	24

Other funds holding HR

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

National Investment Services's HR Position: Q4 2019 in Review

National Investment Services sold out of Healthcare Realty (HR) in Q4 2019, closing a stake of 79,687 shares — an estimated $2.34M sold.

National Investment Services first reported a position in HR in Q2 2017 and held it in 7 quarters. The position peaked at $2.35M in Q2 2018. 339 funds tracked by Wall St. Rank hold HR as of Q4 2019.

National Investment Services reported no remaining Healthcare Realty position as of Q4 2019 after selling out during the quarter.
National Investment Services sold 79,687 Healthcare Realty shares in Q4 2019, an estimated $2.34M.
National Investment Services first reported a position in Healthcare Realty in Q2 2017 and held it in 7 quarters.
National Investment Services's Healthcare Realty position peaked at $2.35M in Q2 2018.
339 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2019.

Based on National Investment Services's 13F filing for Q4 2019.