V
HR

Veritable’s Healthcare Realty Trust Incorporated HR Stock Holding History

Veritable’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
2017
Q2 		– Sell
-6,863
Closed -$223K – 803
2017
Q1 		$223K Sell
6,863
-2,326
-25% -$72K 0.01% 693
2016
Q4 		$279K Sell
9,189
-2,036
-18% -$62.1K 0.01% 615
2016
Q3 		$382K Sell
11,225
-1,548
-12% -$54.4K 0.01% 527
2016
Q2 		$447K Sell
12,773
-453
-3% -$14.4K 0.01% 480
2016
Q1 		$409K Buy
13,226
+145
+1% +$4.22K 0.01% 491
2015
Q4 		$370K Hold
13,081
– – 0.01% 542
2015
Q3 		$325K Hold
13,081
– – 0.01% 552
2015
Q2 		$304K Sell
13,081
-93
-0.7% -$2.33K 0.01% 601
2015
Q1 		$366K Hold
13,174
– – 0.01% 700
2014
Q4 		$360K Hold
13,174
– – 0.01% 697
2014
Q3 		$312K Buy
13,174
+993
+8% +$24.6K 0.01% 754
2014
Q2 		$310K Hold
12,181
– – 0.01% 751
2014
Q1 		$294K Buy
12,181
+800
+7% +$18.4K 0.01% 738
2013
Q4 		$243K Buy
11,381
+1,300
+13% +$29.5K 0.01% 783
2013
Q3 		$233K Sell
10,081
-23
-0.2% -$559 0.01% 806
2013
Q2 		$258K Buy
+10,104
New +$282K 0.01% 775

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Veritable's HR Position: Q2 2017 in Review

Veritable sold out of Healthcare Realty Trust Incorporated (HR) in Q2 2017, closing a stake of 6,863 shares — an estimated $223K sold.

Veritable first reported a position in HR in Q2 2013 and held it in 16 quarters. The position peaked at $447K in Q2 2016. 220 funds tracked by Wall St. Rank hold HR as of Q2 2017.

  • Veritable reported no remaining Healthcare Realty Trust Incorporated position as of Q2 2017 after selling out during the quarter.
  • Veritable sold 6,863 Healthcare Realty Trust Incorporated shares in Q2 2017, an estimated $223K.
  • Veritable first reported a position in Healthcare Realty Trust Incorporated in Q2 2013 and held it in 16 quarters.
  • Veritable's Healthcare Realty Trust Incorporated position peaked at $447K in Q2 2016.
  • 220 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q2 2017.

Based on Veritable's 13F filing for Q2 2017, filed 11 Aug 2017.