Proficio Capital Partners’s Healthcare Realty HR Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-1,037	Closed	-$28K	–	758
2019 Q2	$28K	Buy	1,037 +55	+6%	+$1.55K	0.01%	564
2019 Q1	$28K	Hold	982	–	–	0.01%	525
2018 Q4	$25K	Hold	982	–	–	0.01%	476
2018 Q3	$26K	Hold	982	–	–	0.01%	518
2018 Q2	$26K	Buy	+982	New	+$25K	0.01%	520
2018 Q1	–	Sell	-34	Closed	-$1K	–	1304
2017 Q4	$1K	Hold	34	–	–	﹤0.01%	1181
2017 Q3	$1K	Hold	34	–	–	﹤0.01%	1173
2017 Q2	$1K	Sell	34 -52	-60%	-$1.64K	﹤0.01%	1176
2017 Q1	$3K	Buy	86 +52	+153%	+$1.58K	﹤0.01%	1074
2016 Q4	$1K	Hold	34	–	–	﹤0.01%	1015
2016 Q3	$1K	Hold	34	–	–	﹤0.01%	967
2016 Q2	$1K	Hold	34	–	–	﹤0.01%	902
2016 Q1	$1K	Buy	+34	New	+$943	﹤0.01%	881

Other funds holding HR

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Proficio Capital Partners's HR Position: Q3 2019 in Review

Proficio Capital Partners sold out of Healthcare Realty (HR) in Q3 2019, closing a stake of 1,037 shares — an estimated $28K sold.

Proficio Capital Partners first reported a position in HR in Q1 2016 and held it in 13 quarters. The position peaked at $28K in Q2 2019. 332 funds tracked by Wall St. Rank hold HR as of Q3 2019.

Proficio Capital Partners reported no remaining Healthcare Realty position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 1,037 Healthcare Realty shares in Q3 2019, an estimated $28K.
Proficio Capital Partners first reported a position in Healthcare Realty in Q1 2016 and held it in 13 quarters.
Proficio Capital Partners's Healthcare Realty position peaked at $28K in Q2 2019.
332 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.