SS
HR icon

Simplicity Solutions’s Healthcare Realty HR Stock Holding History

Simplicity Solutions’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
2019
Q2 		– Sell
-26,823
Closed -$767K – 748
2019
Q1 		$767K Buy
26,823
+1,698
+7% +$47.2K 0.05% 299
2018
Q4 		$636K Buy
+25,125
New +$666K 0.08% 261

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplicity Solutions's HR Position: Q2 2019 in Review

Simplicity Solutions sold out of Healthcare Realty (HR) in Q2 2019, closing a stake of 26,823 shares — an estimated $767K sold.

Simplicity Solutions first reported a position in HR in Q4 2018 and held it in 2 quarters. The position peaked at $767K in Q1 2019. 311 funds tracked by Wall St. Rank hold HR as of Q2 2019.

  • Simplicity Solutions reported no remaining Healthcare Realty position as of Q2 2019 after selling out during the quarter.
  • Simplicity Solutions sold 26,823 Healthcare Realty shares in Q2 2019, an estimated $767K.
  • Simplicity Solutions first reported a position in Healthcare Realty in Q4 2018 and held it in 2 quarters.
  • Simplicity Solutions's Healthcare Realty position peaked at $767K in Q1 2019.
  • 311 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.