RA
HME

Rational Advisors’s HOME PROPERTIES, INC HME Stock Holding History

Rational Advisors’s Portfolio HME Stock Details HME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		$2.86M Sell
53,285
-2,650
-5% -$149K 0.25% 139
2013
Q3 		$3.23M Sell
55,935
-55
-0.1% -$3.37K 0.25% 123
2013
Q2 		$3.66M Buy
+55,990
New +$3.58M 0.31% 106

Other funds holding HME

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCMA
Daiwa Capital Markets America New York $11.8B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rational Advisors's HME Position: Q4 2013 in Review

Rational Advisors reduced its HOME PROPERTIES, INC (HME) stake by 4.7% in Q4 2013, selling an estimated $149K and leaving 53,285 shares worth $2.86M. The position accounts for 0.25% of the portfolio, ranked #139.

Rational Advisors first reported a position in HME in Q2 2013 and has held it in 3 quarters since. The position peaked at $3.66M in Q2 2013. 251 funds tracked by Wall St. Rank hold HME as of Q4 2013.

  • Rational Advisors held 53,285 shares of HOME PROPERTIES, INC worth $2.86M as of Q4 2013.
  • Rational Advisors sold 2,650 HOME PROPERTIES, INC shares in Q4 2013, an estimated $149K.
  • HOME PROPERTIES, INC made up 0.25% of Rational Advisors's portfolio in Q4 2013, its #139 holding.
  • Rational Advisors first reported a position in HOME PROPERTIES, INC in Q2 2013 and has held it in 3 quarters since.
  • Rational Advisors's HOME PROPERTIES, INC position peaked at $3.66M in Q2 2013.
  • 251 funds tracked by Wall St. Rank held HOME PROPERTIES, INC as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.