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Wedbush Securities’s Healthcare Realty HR Stock Holding History

Wedbush Securities’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
2016
Q4 		– Sell
-14,281
Closed -$466K – 848
2016
Q3 		$466K Sell
14,281
-2,966
-17% -$98.2K 0.07% 342
2016
Q2 		$558K Buy
17,247
+51
+0.3% +$1.54K 0.09% 256
2016
Q1 		$506K Sell
17,196
-1,825
-10% -$50.6K 0.09% 256
2015
Q4 		$513K Sell
19,021
-7,868
-29% -$203K 0.09% 239
2015
Q3 		$659K Sell
26,889
-1,122
-4% -$27.7K 0.13% 176
2015
Q2 		$671K Sell
28,011
-1,529
-5% -$39.1K 0.12% 202
2015
Q1 		$823K Sell
29,540
-725
-2% -$20.4K 0.14% 164
2014
Q4 		$815K Sell
30,265
-1,958
-6% -$49.6K 0.13% 161
2014
Q3 		$748K Sell
32,223
-435
-1% -$10.6K 0.12% 175
2014
Q2 		$786K Buy
32,658
+149
+0.5% +$3.55K 0.13% 166
2014
Q1 		$741K Sell
32,509
-1,087
-3% -$23.7K 0.13% 166
2013
Q4 		$661K Buy
33,596
+2,720
+9% +$57.7K 0.16% 155
2013
Q3 		$650K Sell
30,876
-574
-2% -$12.4K 0.17% 144
2013
Q2 		$706K Buy
+31,450
New +$756K 0.19% 136

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Wedbush Securities's HR Position: Q4 2016 in Review

Wedbush Securities sold out of Healthcare Realty (HR) in Q4 2016, closing a stake of 14,281 shares — an estimated $466K sold.

Wedbush Securities first reported a position in HR in Q2 2013 and held it in 14 quarters. The position peaked at $823K in Q1 2015. 248 funds tracked by Wall St. Rank hold HR as of Q4 2016.

  • Wedbush Securities reported no remaining Healthcare Realty position as of Q4 2016 after selling out during the quarter.
  • Wedbush Securities sold 14,281 Healthcare Realty shares in Q4 2016, an estimated $466K.
  • Wedbush Securities first reported a position in Healthcare Realty in Q2 2013 and held it in 14 quarters.
  • Wedbush Securities's Healthcare Realty position peaked at $823K in Q1 2015.
  • 248 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2016.

Based on Wedbush Securities's 13F filing for Q4 2016, filed 25 Jan 2017.