VHAM
HR

Van Hulzen Asset Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

Van Hulzen Asset 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
2015
Q4 		– Sell
-5,400
Closed -$134K – 168
2015
Q3 		$134K Buy
+5,400
New +$129K 0.09% 121

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 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
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Van Hulzen Asset Management's HR Position: Q4 2015 in Review

Van Hulzen Asset Management sold out of Healthcare Realty Trust Incorporated (HR) in Q4 2015, closing a stake of 5,400 shares — an estimated $134K sold.

Van Hulzen Asset Management first reported a position in HR in Q3 2015 and held it in 1 quarter. The position peaked at $134K in Q3 2015. 213 funds tracked by Wall St. Rank hold HR as of Q4 2015.

  • Van Hulzen Asset Management reported no remaining Healthcare Realty Trust Incorporated position as of Q4 2015 after selling out during the quarter.
  • Van Hulzen Asset Management sold 5,400 Healthcare Realty Trust Incorporated shares in Q4 2015, an estimated $134K.
  • Van Hulzen Asset Management first reported a position in Healthcare Realty Trust Incorporated in Q3 2015 and held it in 1 quarter.
  • Van Hulzen Asset Management's Healthcare Realty Trust Incorporated position peaked at $134K in Q3 2015.
  • 213 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2015.

Based on Van Hulzen Asset Management's 13F filing for Q4 2015, filed 12 Feb 2016.