QCMC
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Quantum Capital Management (California)’s Healthcare Realty HR Stock Holding History

Quantum Capital Management (California)’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
2017
Q2 		– Sell
-26,930
Closed -$847K – 185
2017
Q1 		$847K Buy
26,930
+6,885
+34% +$209K 0.21% 78
2016
Q4 		$584K Sell
20,045
-5,364
-21% -$158K 0.16% 97
2016
Q3 		$829K Buy
+25,409
New +$841K 0.23% 88

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Quantum Capital Management (California)'s HR Position: Q2 2017 in Review

Quantum Capital Management (California) sold out of Healthcare Realty (HR) in Q2 2017, closing a stake of 26,930 shares — an estimated $847K sold.

Quantum Capital Management (California) first reported a position in HR in Q3 2016 and held it in 3 quarters. The position peaked at $847K in Q1 2017. 279 funds tracked by Wall St. Rank hold HR as of Q2 2017.

  • Quantum Capital Management (California) reported no remaining Healthcare Realty position as of Q2 2017 after selling out during the quarter.
  • Quantum Capital Management (California) sold 26,930 Healthcare Realty shares in Q2 2017, an estimated $847K.
  • Quantum Capital Management (California) first reported a position in Healthcare Realty in Q3 2016 and held it in 3 quarters.
  • Quantum Capital Management (California)'s Healthcare Realty position peaked at $847K in Q1 2017.
  • 279 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2017.

Based on Quantum Capital Management (California)'s 13F filing for Q2 2017, filed 11 Aug 2017.