W
HR

Wealthfront’s Healthcare Realty Trust Incorporated HR Stock Holding History

Wealthfront’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
-456
Closed -$11K – 1416
2015
Q3 		$11K Buy
456
+107
+31% +$2.55K ﹤0.01% 950
2015
Q2 		$8K Buy
349
+120
+52% +$3K ﹤0.01% 945
2015
Q1 		$6K Buy
229
+228
+22,800% +$6.5K ﹤0.01% 779
2014
Q4 		$0 Buy
+1
New +$26 ﹤0.01% 1225

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

Wealthfront's HR Position: Q4 2015 in Review

Wealthfront sold out of Healthcare Realty Trust Incorporated (HR) in Q4 2015, closing a stake of 456 shares — an estimated $11K sold.

Wealthfront first reported a position in HR in Q4 2014 and held it in 4 quarters. The position peaked at $11K in Q3 2015. 213 funds tracked by Wall St. Rank hold HR as of Q4 2015.

  • Wealthfront reported no remaining Healthcare Realty Trust Incorporated position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 456 Healthcare Realty Trust Incorporated shares in Q4 2015, an estimated $11K.
  • Wealthfront first reported a position in Healthcare Realty Trust Incorporated in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Healthcare Realty Trust Incorporated position peaked at $11K in Q3 2015.
  • 213 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.