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Voya Financial Advisors’s Healthcare Realty HR Stock Holding History

Voya Financial 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
2017
Q3 		– Sell
-16,180
Closed -$505K – 544
2017
Q2 		$505K Buy
16,180
+13
+0.1% +$410 0.04% 290
2017
Q1 		$506K Sell
16,167
-967
-6% -$29.3K 0.04% 283
2016
Q4 		$493K Buy
17,134
+10
+0.1% +$294 0.04% 272
2016
Q3 		$566K Sell
17,124
-22
-0.1% -$728 0.06% 229
2016
Q2 		$553K Buy
17,146
+4,356
+34% +$131K 0.06% 212
2016
Q1 		$370K Buy
12,790
+10
+0.1% +$277 0.05% 241
2015
Q4 		$346K Buy
12,780
+1,493
+13% +$38.5K 0.05% 240
2015
Q3 		$276K Buy
11,287
+380
+3% +$9.38K 0.05% 243
2015
Q2 		$261K Buy
+10,907
New +$279K 0.05% 257

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Voya Financial Advisors's HR Position: Q3 2017 in Review

Voya Financial Advisors sold out of Healthcare Realty (HR) in Q3 2017, closing a stake of 16,180 shares — an estimated $505K sold.

Voya Financial Advisors first reported a position in HR in Q2 2015 and held it in 9 quarters. The position peaked at $566K in Q3 2016. 276 funds tracked by Wall St. Rank hold HR as of Q3 2017.

  • Voya Financial Advisors reported no remaining Healthcare Realty position as of Q3 2017 after selling out during the quarter.
  • Voya Financial Advisors sold 16,180 Healthcare Realty shares in Q3 2017, an estimated $505K.
  • Voya Financial Advisors first reported a position in Healthcare Realty in Q2 2015 and held it in 9 quarters.
  • Voya Financial Advisors's Healthcare Realty position peaked at $566K in Q3 2016.
  • 276 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2017.

Based on Voya Financial Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.