PSI
HR

Pinnacle Summer Investments’s Healthcare Realty Trust Incorporated HR Stock Holding History

Pinnacle Summer 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
2015
Q4 		$423K Buy
14,965
+1,385
+10% +$37K 0.06% 142
2015
Q3 		$337K Buy
13,580
+2,125
+19% +$50.6K 0.06% 223
2015
Q2 		$266K Buy
11,455
+2,595
+29% +$65K 0.06% 162
2015
Q1 		$246K Buy
+8,860
New +$252K 0.03% 280

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 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
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Summer Investments's HR Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Healthcare Realty Trust Incorporated (HR) stake by 10% in Q4 2015, buying an estimated $37K and bringing the position to 14,965 shares worth $423K. The position accounts for 0.06% of the portfolio, ranked #142.

Pinnacle Summer Investments first reported a position in HR in Q1 2015 and has held it in 4 quarters since. 213 funds tracked by Wall St. Rank hold HR as of Q4 2015.

  • Pinnacle Summer Investments held 14,965 shares of Healthcare Realty Trust Incorporated worth $423K as of Q4 2015.
  • Pinnacle Summer Investments bought 1,385 Healthcare Realty Trust Incorporated shares in Q4 2015, an estimated $37K.
  • Healthcare Realty Trust Incorporated made up 0.06% of Pinnacle Summer Investments's portfolio in Q4 2015, its #142 holding.
  • Pinnacle Summer Investments first reported a position in Healthcare Realty Trust Incorporated in Q1 2015 and has held it in 4 quarters since.
  • 213 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.