SS
HR

Simplicity Solutions’s Healthcare Realty Trust Incorporated 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
2016
Q1 		– Sell
-34,949
Closed -$990K – 643
2015
Q4 		$990K Buy
+34,949
New +$933K 0.12% 251

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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Solutions's HR Position: Q1 2016 in Review

Simplicity Solutions sold out of Healthcare Realty Trust Incorporated (HR) in Q1 2016, closing a stake of 34,949 shares — an estimated $990K sold.

Simplicity Solutions first reported a position in HR in Q4 2015 and held it in 1 quarter. The position peaked at $990K in Q4 2015. 216 funds tracked by Wall St. Rank hold HR as of Q1 2016.

  • Simplicity Solutions reported no remaining Healthcare Realty Trust Incorporated position as of Q1 2016 after selling out during the quarter.
  • Simplicity Solutions sold 34,949 Healthcare Realty Trust Incorporated shares in Q1 2016, an estimated $990K.
  • Simplicity Solutions first reported a position in Healthcare Realty Trust Incorporated in Q4 2015 and held it in 1 quarter.
  • Simplicity Solutions's Healthcare Realty Trust Incorporated position peaked at $990K in Q4 2015.
  • 216 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q1 2016.

Based on Simplicity Solutions's 13F filing for Q1 2016, filed 26 Apr 2016.