SIM
HR

Strategic Investment Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

Strategic Investment 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
2016
Q3 		– Sell
-5,829
Closed -$203K – 138
2016
Q2 		$203K Buy
+5,829
New +$185K 0.11% 64

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 18.14% 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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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

Strategic Investment Management's HR Position: Q3 2016 in Review

Strategic Investment Management sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2016, closing a stake of 5,829 shares — an estimated $203K sold.

Strategic Investment Management first reported a position in HR in Q2 2016 and held it in 1 quarter. The position peaked at $203K in Q2 2016. 232 funds tracked by Wall St. Rank hold HR as of Q3 2016.

  • Strategic Investment Management reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2016 after selling out during the quarter.
  • Strategic Investment Management sold 5,829 Healthcare Realty Trust Incorporated shares in Q3 2016, an estimated $203K.
  • Strategic Investment Management first reported a position in Healthcare Realty Trust Incorporated in Q2 2016 and held it in 1 quarter.
  • Strategic Investment Management's Healthcare Realty Trust Incorporated position peaked at $203K in Q2 2016.
  • 232 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2016.

Based on Strategic Investment Management's 13F filing for Q3 2016, filed 15 Nov 2016.