Piermont Capital Management’s Healthcare Realty HR Stock Holding History

Piermont Capital 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
2014 Q3	–	Sell	-115,969	Closed	-$2.79M	–	193
2014 Q2	$2.79M	Buy	115,969 +21,099	+22%	+$503K	1.09%	24
2014 Q1	$2.16M	Buy	94,870 +700	+0.7%	+$15.2K	1.04%	26
2013 Q4	$1.85M	Buy	+94,170	New	+$2M	0.93%	52

Other funds holding HR

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

VAM

Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Piermont Capital Management's HR Position: Q3 2014 in Review

Piermont Capital Management sold out of Healthcare Realty (HR) in Q3 2014, closing a stake of 115,969 shares — an estimated $2.79M sold.

Piermont Capital Management first reported a position in HR in Q4 2013 and held it in 3 quarters. The position peaked at $2.79M in Q2 2014. 220 funds tracked by Wall St. Rank hold HR as of Q3 2014.

Piermont Capital Management reported no remaining Healthcare Realty position as of Q3 2014 after selling out during the quarter.
Piermont Capital Management sold 115,969 Healthcare Realty shares in Q3 2014, an estimated $2.79M.
Piermont Capital Management first reported a position in Healthcare Realty in Q4 2013 and held it in 3 quarters.
Piermont Capital Management's Healthcare Realty position peaked at $2.79M in Q2 2014.
220 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2014.

Based on Piermont Capital Management's 13F filing for Q3 2014, filed 13 Nov 2014.