Sandler Capital Management’s Healthcare Realty HR Stock Holding History

Sandler Capital Management’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
2018 Q3	–	Sell	-14,000	Closed	-$377K	–	131
2018 Q2	$377K	Hold	14,000	–	–	0.03%	103
2018 Q1	$370K	Sell	14,000 -9,550	-41%	-$254K	0.05%	108
2017 Q4	$707K	Hold	23,550	–	–	0.1%	109
2017 Q3	$702K	Sell	23,550 -88,268	-79%	-$2.68M	0.09%	96
2017 Q2	$3.48M	Sell	111,818 -49,630	-31%	-$1.56M	0.38%	93
2017 Q1	$5.08M	Buy	161,448 +152,183	+1,643%	+$4.62M	0.35%	111
2016 Q4	$270K	Sell	9,265 -272,845	-97%	-$8.03M	0.02%	141
2016 Q3	$9.2M	Buy	282,110 +41,260	+17%	+$1.37M	1.13%	35
2016 Q2	$7.79M	Buy	+240,850	New	+$7.25M	1.03%	36

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Sandler Capital Management's HR Position: Q3 2018 in Review

Sandler Capital Management sold out of Healthcare Realty (HR) in Q3 2018, closing a stake of 14,000 shares — an estimated $377K sold.

Sandler Capital Management first reported a position in HR in Q2 2016 and held it in 9 quarters. The position peaked at $9.2M in Q3 2016. 308 funds tracked by Wall St. Rank hold HR as of Q3 2018.

Sandler Capital Management reported no remaining Healthcare Realty position as of Q3 2018 after selling out during the quarter.
Sandler Capital Management sold 14,000 Healthcare Realty shares in Q3 2018, an estimated $377K.
Sandler Capital Management first reported a position in Healthcare Realty in Q2 2016 and held it in 9 quarters.
Sandler Capital Management's Healthcare Realty position peaked at $9.2M in Q3 2016.
308 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2018.

Based on Sandler Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.