Surevest’s Healthcare Realty HR Stock Holding History

Surevest’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
2019 Q4	–	Sell	-9,256	Closed	-$272K	–	150
2019 Q3	$272K	Buy	+9,256	New	+$259K	0.13%	117

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Surevest's HR Position: Q4 2019 in Review

Surevest sold out of Healthcare Realty (HR) in Q4 2019, closing a stake of 9,256 shares — an estimated $272K sold.

Surevest first reported a position in HR in Q3 2019 and held it in 1 quarter. The position peaked at $272K in Q3 2019. 338 funds tracked by Wall St. Rank hold HR as of Q4 2019.

Surevest reported no remaining Healthcare Realty position as of Q4 2019 after selling out during the quarter.
Surevest sold 9,256 Healthcare Realty shares in Q4 2019, an estimated $272K.
Surevest first reported a position in Healthcare Realty in Q3 2019 and held it in 1 quarter.
Surevest's Healthcare Realty position peaked at $272K in Q3 2019.
338 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2019.

Based on Surevest's 13F filing for Q4 2019, filed 14 Jan 2020.