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Rational Advisors’s Healthcare Realty HR Stock Holding History

Rational Advisors’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
Q1 		– Sell
-24,625
Closed -$663K – 510
2014
Q4 		$663K Buy
+24,625
New +$623K 0.13% 168

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Rational Advisors's HR Position: Q1 2015 in Review

Rational Advisors sold out of Healthcare Realty (HR) in Q1 2015, closing a stake of 24,625 shares — an estimated $663K sold.

Rational Advisors first reported a position in HR in Q4 2014 and held it in 1 quarter. The position peaked at $663K in Q4 2014. 211 funds tracked by Wall St. Rank hold HR as of Q1 2015.

  • Rational Advisors reported no remaining Healthcare Realty position as of Q1 2015 after selling out during the quarter.
  • Rational Advisors sold 24,625 Healthcare Realty shares in Q1 2015, an estimated $663K.
  • Rational Advisors first reported a position in Healthcare Realty in Q4 2014 and held it in 1 quarter.
  • Rational Advisors's Healthcare Realty position peaked at $663K in Q4 2014.
  • 211 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2015.

Based on Rational Advisors's 13F filing for Q1 2015, filed 4 May 2015.