RA
HR

Rational Advisors’s Healthcare Realty Trust Incorporated 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
2016
Q4 		– Sell
-5,100
Closed -$174K – 338
2016
Q3 		$174K Hold
5,100
– – 0.11% 134
2016
Q2 		$178K Hold
5,100
– – 0.12% 114
2016
Q1 		$158K Buy
+5,100
New +$148K 0.1% 175
2013
Q4 		– Sell
-1,100
Closed -$25K – 917
2013
Q3 		$25K Hold
1,100
– – ﹤0.01% 739
2013
Q2 		$28K Buy
+1,100
New +$30.7K ﹤0.01% 731

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rational Advisors's HR Position: Q4 2016 in Review

Rational Advisors sold out of Healthcare Realty Trust Incorporated (HR) in Q4 2016, closing a stake of 5,100 shares — an estimated $174K sold.

Rational Advisors first reported a position in HR in Q2 2013 and held it in 5 quarters. The position peaked at $178K in Q2 2016. 234 funds tracked by Wall St. Rank hold HR as of Q4 2016.

  • Rational Advisors reported no remaining Healthcare Realty Trust Incorporated position as of Q4 2016 after selling out during the quarter.
  • Rational Advisors sold 5,100 Healthcare Realty Trust Incorporated shares in Q4 2016, an estimated $174K.
  • Rational Advisors first reported a position in Healthcare Realty Trust Incorporated in Q2 2013 and held it in 5 quarters.
  • Rational Advisors's Healthcare Realty Trust Incorporated position peaked at $178K in Q2 2016.
  • 234 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2016.

Based on Rational Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.