WI
HR

WBI Investments’s Healthcare Realty Trust Incorporated HR Stock Holding History

WBI Investments’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
-43,603
Closed -$1.42M – 397
2017
Q1 		$1.42M Buy
+43,603
New +$1.35M 0.06% 182
2016
Q4 		– Sell
-54,113
Closed -$1.84M – 436
2016
Q3 		$1.84M Buy
+54,113
New +$1.9M 0.07% 173

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

WBI Investments's HR Position: Q2 2017 in Review

WBI Investments sold out of Healthcare Realty Trust Incorporated (HR) in Q2 2017, closing a stake of 43,603 shares — an estimated $1.42M sold.

WBI Investments first reported a position in HR in Q3 2016 and held it in 2 quarters. The position peaked at $1.84M in Q3 2016. 220 funds tracked by Wall St. Rank hold HR as of Q2 2017.

  • WBI Investments reported no remaining Healthcare Realty Trust Incorporated position as of Q2 2017 after selling out during the quarter.
  • WBI Investments sold 43,603 Healthcare Realty Trust Incorporated shares in Q2 2017, an estimated $1.42M.
  • WBI Investments first reported a position in Healthcare Realty Trust Incorporated in Q3 2016 and held it in 2 quarters.
  • WBI Investments's Healthcare Realty Trust Incorporated position peaked at $1.84M in Q3 2016.
  • 220 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q2 2017.

Based on WBI Investments's 13F filing for Q2 2017, filed 10 Aug 2017.