NPC
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National Planning Corporation’s Healthcare Realty HR Stock Holding History

National Planning Corporation’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
Q4 		– Sell
-146,828
Closed -$4.38M – 277
2017
Q3 		$4.38M Sell
146,828
-5,362
-4% -$163K 0.37% 56
2017
Q2 		$4.8M Sell
152,190
-1,509
-1% -$47.6K 0.37% 58
2017
Q1 		$4.84M Sell
153,699
-607
-0.4% -$18.4K 0.37% 56
2016
Q4 		$4.5M Sell
154,306
-956
-0.6% -$28.1K 0.35% 60
2016
Q3 		$4.56M Sell
155,262
-599
-0.4% -$19.8K 0.36% 62
2016
Q2 		$5.27M Sell
155,861
-1,183
-0.8% -$35.6K 0.41% 53
2016
Q1 		$4.77M Sell
157,044
-10,293
-6% -$285K 0.42% 55
2015
Q4 		$4.75M Buy
167,337
+9,600
+6% +$248K 0.39% 54
2015
Q3 		$4.04M Hold
157,737
– – 0.37% 61
2015
Q2 		$3.97M Sell
157,737
-625
-0.4% -$16K 0.36% 63
2015
Q1 		$4.01M Sell
158,362
-2,564
-2% -$72.1K 0.36% 60
2014
Q4 		$4.64M Buy
160,926
+8,459
+6% +$214K 0.33% 56
2014
Q3 		$3.54M Sell
152,467
-2,231
-1% -$54.1K 0.27% 71
2014
Q2 		$3.73M Sell
154,698
-4,062
-3% -$96.7K 0.29% 68
2014
Q1 		$3.57M Sell
158,760
-398
-0.3% -$8.67K 0.31% 64
2013
Q4 		$3.13M Buy
159,158
+94,289
+145% +$2M 0.28% 75
2013
Q3 		$1.4M Buy
64,869
+39,119
+152% +$844K 0.14% 165
2013
Q2 		$577K Buy
+25,750
New +$619K 0.07% 255

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

National Planning Corporation's HR Position: Q4 2017 in Review

National Planning Corporation sold out of Healthcare Realty (HR) in Q4 2017, closing a stake of 146,828 shares — an estimated $4.38M sold.

National Planning Corporation first reported a position in HR in Q2 2013 and held it in 18 quarters. The position peaked at $5.27M in Q2 2016. 285 funds tracked by Wall St. Rank hold HR as of Q4 2017.

  • National Planning Corporation reported no remaining Healthcare Realty position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 146,828 Healthcare Realty shares in Q4 2017, an estimated $4.38M.
  • National Planning Corporation first reported a position in Healthcare Realty in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's Healthcare Realty position peaked at $5.27M in Q2 2016.
  • 285 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.