Stratos Wealth Partners’s Healthcare Realty HR Stock Holding History

Stratos Wealth Partners’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 Q4	–	Sell	-3,155	Closed	-$84K	–	1561
2018 Q3	$84K	Buy	+3,155	New	+$87K	﹤0.01%	1216
2018 Q2	–	Sell	-3,830	Closed	-$101K	–	1686
2018 Q1	$101K	Hold	3,830	–	–	﹤0.01%	1198
2017 Q4	$115K	Buy	+3,830	New	+$116K	0.01%	1106
2014 Q4	–	Sell	-12,617	Closed	-$293K	–	517
2014 Q3	$293K	Sell	12,617 -437	-3%	-$10.6K	0.07%	232
2014 Q2	$313K	Buy	+13,054	New	+$311K	0.1%	222

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

CIM

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Stratos Wealth Partners's HR Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Healthcare Realty (HR) in Q4 2018, closing a stake of 3,155 shares — an estimated $84K sold.

Stratos Wealth Partners first reported a position in HR in Q2 2014 and held it in 5 quarters. The position peaked at $313K in Q2 2014. 325 funds tracked by Wall St. Rank hold HR as of Q4 2018.

Stratos Wealth Partners reported no remaining Healthcare Realty position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 3,155 Healthcare Realty shares in Q4 2018, an estimated $84K.
Stratos Wealth Partners first reported a position in Healthcare Realty in Q2 2014 and held it in 5 quarters.
Stratos Wealth Partners's Healthcare Realty position peaked at $313K in Q2 2014.
325 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.