STA
HR

Summit Trail Advisors’s Healthcare Realty Trust Incorporated HR Stock Holding History

Summit Trail Advisors’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
Q1 		– Sell
-262
Closed -$8K – 2203
2017
Q4 		$8K Buy
+262
New +$8.51K ﹤0.01% 1301

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
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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Summit Trail Advisors's HR Position: Q1 2018 in Review

Summit Trail Advisors sold out of Healthcare Realty Trust Incorporated (HR) in Q1 2018, closing a stake of 262 shares — an estimated $8K sold.

Summit Trail Advisors first reported a position in HR in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 235 funds tracked by Wall St. Rank hold HR as of Q1 2018.

  • Summit Trail Advisors reported no remaining Healthcare Realty Trust Incorporated position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 262 Healthcare Realty Trust Incorporated shares in Q1 2018, an estimated $8K.
  • Summit Trail Advisors first reported a position in Healthcare Realty Trust Incorporated in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Healthcare Realty Trust Incorporated position peaked at $8K in Q4 2017.
  • 235 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.