NERM
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New England Research & Management’s Healthcare Realty HR Stock Holding History

New England Research & Management’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
Q2 		– Sell
-10,600
Closed -$280K – 177
2018
Q1 		$280K Buy
+10,600
New +$282K 0.19% 139

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 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

New England Research & Management's HR Position: Q2 2018 in Review

New England Research & Management sold out of Healthcare Realty (HR) in Q2 2018, closing a stake of 10,600 shares — an estimated $280K sold.

New England Research & Management first reported a position in HR in Q1 2018 and held it in 1 quarter. The position peaked at $280K in Q1 2018. 297 funds tracked by Wall St. Rank hold HR as of Q2 2018.

  • New England Research & Management reported no remaining Healthcare Realty position as of Q2 2018 after selling out during the quarter.
  • New England Research & Management sold 10,600 Healthcare Realty shares in Q2 2018, an estimated $280K.
  • New England Research & Management first reported a position in Healthcare Realty in Q1 2018 and held it in 1 quarter.
  • New England Research & Management's Healthcare Realty position peaked at $280K in Q1 2018.
  • 297 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2018.

Based on New England Research & Management's 13F filing for Q2 2018, filed 5 Jul 2018.