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Solaris Asset Management’s Healthcare Realty HR Stock Holding History

Solaris Asset 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
2017
Q4 		– Sell
-240
Closed -$7K – 250
2017
Q3 		$7K Hold
240
– – ﹤0.01% 241
2017
Q2 		$7K Buy
+240
New +$7.57K ﹤0.01% 263

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Solaris Asset Management's HR Position: Q4 2017 in Review

Solaris Asset Management sold out of Healthcare Realty (HR) in Q4 2017, closing a stake of 240 shares — an estimated $7K sold.

Solaris Asset Management first reported a position in HR in Q2 2017 and held it in 2 quarters. The position peaked at $7K in Q3 2017. 285 funds tracked by Wall St. Rank hold HR as of Q4 2017.

  • Solaris Asset Management reported no remaining Healthcare Realty position as of Q4 2017 after selling out during the quarter.
  • Solaris Asset Management sold 240 Healthcare Realty shares in Q4 2017, an estimated $7K.
  • Solaris Asset Management first reported a position in Healthcare Realty in Q2 2017 and held it in 2 quarters.
  • Solaris Asset Management's Healthcare Realty position peaked at $7K in Q3 2017.
  • 285 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2017.

Based on Solaris Asset Management's 13F filing for Q4 2017, filed 16 Jan 2018.