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Regal Investment Advisors’s Healthcare Realty HR Stock Holding History

Regal Investment 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
Q2 		– Sell
-961
Closed -$27K – 975
2015
Q1 		$27K Sell
961
-1,777
-65% -$50K 0.01% 518
2014
Q4 		$74K Sell
2,738
-12,426
-82% -$315K 0.02% 350
2014
Q3 		$352K Sell
15,164
-411
-3% -$9.97K 0.11% 169
2014
Q2 		$375K Sell
15,575
-861
-5% -$20.5K 0.13% 152
2014
Q1 		$374K Sell
16,436
-4,509
-22% -$98.2K 0.16% 141
2013
Q4 		$412K Buy
20,945
+6,345
+43% +$135K 0.24% 114
2013
Q3 		$307K Sell
14,600
-2,145
-13% -$46.3K 0.18% 135
2013
Q2 		$381K Buy
+16,745
New +$403K 0.21% 119

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 $34.8B AUM 20.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Regal Investment Advisors's HR Position: Q2 2015 in Review

Regal Investment Advisors sold out of Healthcare Realty (HR) in Q2 2015, closing a stake of 961 shares — an estimated $27K sold.

Regal Investment Advisors first reported a position in HR in Q2 2013 and held it in 8 quarters. The position peaked at $412K in Q4 2013. 199 funds tracked by Wall St. Rank hold HR as of Q2 2015.

  • Regal Investment Advisors reported no remaining Healthcare Realty position as of Q2 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 961 Healthcare Realty shares in Q2 2015, an estimated $27K.
  • Regal Investment Advisors first reported a position in Healthcare Realty in Q2 2013 and held it in 8 quarters.
  • Regal Investment Advisors's Healthcare Realty position peaked at $412K in Q4 2013.
  • 199 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2015.

Based on Regal Investment Advisors's 13F filing for Q2 2015, filed 23 Jul 2015.