SMH
HR

Sanders Morris Harris’s Healthcare Realty Trust Incorporated HR Stock Holding History

Sanders Morris Harris’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
Q3 		– Sell
-13,025
Closed -$455K – 247
2016
Q2 		$455K Sell
13,025
-1,605
-11% -$50.9K 0.11% 147
2016
Q1 		$452K Buy
+14,630
New +$425K 0.08% 198

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 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
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Morris Harris's HR Position: Q3 2016 in Review

Sanders Morris Harris sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2016, closing a stake of 13,025 shares — an estimated $455K sold.

Sanders Morris Harris first reported a position in HR in Q1 2016 and held it in 2 quarters. The position peaked at $455K in Q2 2016. 232 funds tracked by Wall St. Rank hold HR as of Q3 2016.

  • Sanders Morris Harris reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2016 after selling out during the quarter.
  • Sanders Morris Harris sold 13,025 Healthcare Realty Trust Incorporated shares in Q3 2016, an estimated $455K.
  • Sanders Morris Harris first reported a position in Healthcare Realty Trust Incorporated in Q1 2016 and held it in 2 quarters.
  • Sanders Morris Harris's Healthcare Realty Trust Incorporated position peaked at $455K in Q2 2016.
  • 232 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2016.

Based on Sanders Morris Harris's 13F filing for Q3 2016, filed 24 Oct 2016.