Portfolio Solutions’s Healthcare Realty HR Stock Holding History

Portfolio Solutions’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 Q2	–	Sell	-500	Closed	-$13K	–	91
2018 Q1	$13K	Hold	500	–	–	﹤0.01%	112
2017 Q4	$15K	Hold	500	–	–	﹤0.01%	104
2017 Q3	$15K	Hold	500	–	–	﹤0.01%	107
2017 Q2	$16K	Hold	500	–	–	﹤0.01%	98
2017 Q1	$16K	Buy	+500	New	+$15.2K	﹤0.01%	109

Other funds holding HR

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 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

Portfolio Solutions's HR Position: Q2 2018 in Review

Portfolio Solutions sold out of Healthcare Realty (HR) in Q2 2018, closing a stake of 500 shares — an estimated $13K sold.

Portfolio Solutions first reported a position in HR in Q1 2017 and held it in 5 quarters. The position peaked at $16K in Q2 2017. 296 funds tracked by Wall St. Rank hold HR as of Q2 2018.

Portfolio Solutions reported no remaining Healthcare Realty position as of Q2 2018 after selling out during the quarter.
Portfolio Solutions sold 500 Healthcare Realty shares in Q2 2018, an estimated $13K.
Portfolio Solutions first reported a position in Healthcare Realty in Q1 2017 and held it in 5 quarters.
Portfolio Solutions's Healthcare Realty position peaked at $16K in Q2 2017.
296 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2018.

Based on Portfolio Solutions's 13F filing for Q2 2018, filed 13 Jul 2018.