NEI
HR icon

Northwest & Ethical Investments’s Healthcare Realty HR Stock Holding History

Northwest & Ethical Investments’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
-2,108
Closed -$63.3K – 358
2017
Q4 		$63.3K Sell
2,108
-700
-25% -$21.2K ﹤0.01% 346
2017
Q3 		$83.7K Sell
2,808
-500
-15% -$15.2K 0.01% 348
2017
Q2 		$103K Buy
3,308
+400
+14% +$12.6K 0.01% 340
2017
Q1 		$91.5K Hold
2,908
– – 0.01% 352
2016
Q4 		$84.7K Buy
+2,908
New +$85.6K 0.01% 353

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
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
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

Northwest & Ethical Investments's HR Position: Q1 2018 in Review

Northwest & Ethical Investments sold out of Healthcare Realty (HR) in Q1 2018, closing a stake of 2,108 shares — an estimated $63.3K sold.

Northwest & Ethical Investments first reported a position in HR in Q4 2016 and held it in 5 quarters. The position peaked at $103K in Q2 2017. 292 funds tracked by Wall St. Rank hold HR as of Q1 2018.

  • Northwest & Ethical Investments reported no remaining Healthcare Realty position as of Q1 2018 after selling out during the quarter.
  • Northwest & Ethical Investments sold 2,108 Healthcare Realty shares in Q1 2018, an estimated $63.3K.
  • Northwest & Ethical Investments first reported a position in Healthcare Realty in Q4 2016 and held it in 5 quarters.
  • Northwest & Ethical Investments's Healthcare Realty position peaked at $103K in Q2 2017.
  • 292 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2018.

Based on Northwest & Ethical Investments's 13F filing for Q1 2018, filed 8 Jul 2025.