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UBS’s Healthcare Realty HR Stock Holding History

UBS’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
2014
Q1 		– Sell
-500
Closed -$10K – 10575
2013
Q4 		$10K Buy
500
+250
+100% +$5.3K ﹤0.01% 8972
2013
Q3 		$5K Buy
+250
New +$5.4K ﹤0.01% 9411

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

UBS's HR Position: Q3 2014 in Review

UBS increased its Healthcare Realty (HR) stake by 1.2% in Q3 2014, buying an estimated $14.1K and bringing the position to 49,583 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #3452.

UBS first reported a position in HR in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.32M in Q1 2014. 220 funds tracked by Wall St. Rank hold HR as of Q3 2014.

  • UBS held 49,583 shares of Healthcare Realty worth $1.15M as of Q3 2014.
  • UBS bought 583 Healthcare Realty shares in Q3 2014, an estimated $14.1K.
  • Healthcare Realty made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3452 holding.
  • UBS first reported a position in Healthcare Realty in Q2 2013 and has held it in 6 quarters since.
  • UBS's Healthcare Realty position peaked at $1.32M in Q1 2014.
  • 220 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.