Westbourne Investment Advisors’s Healthcare Realty Trust Incorporated HR Stock Holding History

Westbourne Investment 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
2018 Q4	–	Sell	-4,875	Closed	-$143K	–	166
2018 Q3	$143K	Buy	+4,875	New	+$146K	0.1%	111
2016 Q4	–	Sell	-6,375	Closed	-$217K	–	107
2016 Q3	$217K	Sell	6,375 -1,300	-17%	-$45.6K	0.19%	95
2016 Q2	$269K	Sell	7,675 -1,300	-14%	-$41.2K	0.24%	88
2016 Q1	$277K	Sell	8,975 -4,275	-32%	-$124K	0.27%	83
2015 Q4	$375K	Sell	13,250 -640	-5%	-$17.1K	0.36%	72
2015 Q3	$345K	Sell	13,890 -1,340	-9%	-$31.9K	0.35%	76
2015 Q2	$354K	Buy	+15,230	New	+$381K	0.32%	82

Other funds holding HR

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Westbourne Investment Advisors's HR Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Healthcare Realty Trust Incorporated (HR) in Q4 2018, closing a stake of 4,875 shares — an estimated $143K sold.

Westbourne Investment Advisors first reported a position in HR in Q2 2015 and held it in 7 quarters. The position peaked at $375K in Q4 2015. 238 funds tracked by Wall St. Rank hold HR as of Q4 2018.

Westbourne Investment Advisors reported no remaining Healthcare Realty Trust Incorporated position as of Q4 2018 after selling out during the quarter.
Westbourne Investment Advisors sold 4,875 Healthcare Realty Trust Incorporated shares in Q4 2018, an estimated $143K.
Westbourne Investment Advisors first reported a position in Healthcare Realty Trust Incorporated in Q2 2015 and held it in 7 quarters.
Westbourne Investment Advisors's Healthcare Realty Trust Incorporated position peaked at $375K in Q4 2015.
238 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.