Numeric Investors’s Healthcare Realty HR Stock Holding History

Numeric Investors’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	$8.68M	Buy	289,000 +260,800	+925%	+$7.89M	0.06%	298
2017 Q3	$840K	Buy	+28,200	New	+$857K	0.01%	783
2015 Q1	–	Sell	-11,700	Closed	-$315K	–	950
2014 Q4	$315K	Buy	11,700 +6,450	+123%	+$163K	﹤0.01%	696
2014 Q3	$122K	Sell	5,250 -16,900	-76%	-$410K	﹤0.01%	771
2014 Q2	$533K	Buy	+22,150	New	+$528K	0.01%	559

Other funds holding HR

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Numeric Investors's HR Position: Q4 2017 in Review

Numeric Investors increased its Healthcare Realty (HR) stake by 925% in Q4 2017, buying an estimated $7.89M and bringing the position to 289,000 shares worth $8.68M. The position accounts for 0.06% of the portfolio, ranked #298.

Numeric Investors first reported a position in HR in Q2 2014 and has held it in 5 quarters since. 285 funds tracked by Wall St. Rank hold HR as of Q4 2017.

Numeric Investors held 289,000 shares of Healthcare Realty worth $8.68M as of Q4 2017.
Numeric Investors bought 260,800 Healthcare Realty shares in Q4 2017, an estimated $7.89M.
Healthcare Realty made up 0.06% of Numeric Investors's portfolio in Q4 2017, its #298 holding.
Numeric Investors first reported a position in Healthcare Realty in Q2 2014 and has held it in 5 quarters since.
285 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.