Weld Capital Management’s Healthcare Realty HR Stock Holding History

Weld Capital Management’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
2019 Q4	–	Sell	-8,602	Closed	-$253K	–	750
2019 Q3	$253K	Buy	+8,602	New	+$240K	0.05%	627
2019 Q2	–	Sell	-29,266	Closed	-$837K	–	833
2019 Q1	$837K	Sell	29,266 -161	-0.5%	-$4.48K	0.15%	251
2018 Q4	$745K	Buy	+29,427	New	+$780K	0.17%	217

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Weld Capital Management's HR Position: Q4 2019 in Review

Weld Capital Management sold out of Healthcare Realty (HR) in Q4 2019, closing a stake of 8,602 shares — an estimated $253K sold.

Weld Capital Management first reported a position in HR in Q4 2018 and held it in 3 quarters. The position peaked at $837K in Q1 2019. 339 funds tracked by Wall St. Rank hold HR as of Q4 2019.

Weld Capital Management reported no remaining Healthcare Realty position as of Q4 2019 after selling out during the quarter.
Weld Capital Management sold 8,602 Healthcare Realty shares in Q4 2019, an estimated $253K.
Weld Capital Management first reported a position in Healthcare Realty in Q4 2018 and held it in 3 quarters.
Weld Capital Management's Healthcare Realty position peaked at $837K in Q1 2019.
339 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2019.

Based on Weld Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.