PFC
HR

Phocas Financial Corp’s Healthcare Realty Trust Incorporated HR Stock Holding History

Phocas Financial Corp’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
2016
Q4 		– Sell
-154,755
Closed -$5.27M – 256
2016
Q3 		$5.27M Buy
+154,755
New +$5.43M 0.37% 122

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Phocas Financial Corp's HR Position: Q4 2016 in Review

Phocas Financial Corp sold out of Healthcare Realty Trust Incorporated (HR) in Q4 2016, closing a stake of 154,755 shares — an estimated $5.27M sold.

Phocas Financial Corp first reported a position in HR in Q3 2016 and held it in 1 quarter. The position peaked at $5.27M in Q3 2016. 234 funds tracked by Wall St. Rank hold HR as of Q4 2016.

  • Phocas Financial Corp reported no remaining Healthcare Realty Trust Incorporated position as of Q4 2016 after selling out during the quarter.
  • Phocas Financial Corp sold 154,755 Healthcare Realty Trust Incorporated shares in Q4 2016, an estimated $5.27M.
  • Phocas Financial Corp first reported a position in Healthcare Realty Trust Incorporated in Q3 2016 and held it in 1 quarter.
  • Phocas Financial Corp's Healthcare Realty Trust Incorporated position peaked at $5.27M in Q3 2016.
  • 234 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2016.

Based on Phocas Financial Corp's 13F filing for Q4 2016, filed 13 Feb 2017.