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WFG Advisors’s Healthcare Realty HR Stock Holding History

WFG 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
2017
Q2 		$51K Buy
1,644
+1,047
+175% +$33K 0.01% 697
2017
Q1 		$19K Sell
597
-999
-63% -$30.3K 0.01% 895
2016
Q4 		$46K Buy
1,596
+1,100
+222% +$32.4K 0.01% 730
2016
Q3 		$16K Buy
+496
New +$16.4K ﹤0.01% 996
2016
Q2 		– Sell
-6,364
Closed -$187K – 1620
2016
Q1 		$187K Sell
6,364
-328
-5% -$9.09K 0.05% 313
2015
Q4 		$180K Buy
6,692
+1,514
+29% +$39.1K 0.05% 314
2015
Q3 		$127K Buy
5,178
+8
+0.2% +$197 0.04% 401
2015
Q2 		$124K Buy
5,170
+694
+16% +$17.7K 0.03% 473
2015
Q1 		$125K Sell
4,476
-2,560
-36% -$72K 0.03% 463
2014
Q4 		$190K Sell
7,036
-5,824
-45% -$147K 0.04% 440
2014
Q3 		$298K Buy
12,860
+628
+5% +$15.2K 0.06% 354
2014
Q2 		$295K Sell
12,232
-8,104
-40% -$193K 0.06% 357
2014
Q1 		$463K Sell
20,336
-18,994
-48% -$414K 0.09% 256
2013
Q4 		$774K Buy
39,330
+7,889
+25% +$167K 0.11% 214
2013
Q3 		$662K Sell
31,441
-4,519
-13% -$97.5K 0.1% 227
2013
Q2 		$808K Buy
+35,960
New +$865K 0.13% 187

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WFG Advisors's HR Position: Q2 2017 in Review

WFG Advisors increased its Healthcare Realty (HR) stake by 175% in Q2 2017, buying an estimated $33K and bringing the position to 1,644 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #697.

WFG Advisors first reported a position in HR in Q2 2013 and has held it in 16 quarters since. The position peaked at $808K in Q2 2013. 279 funds tracked by Wall St. Rank hold HR as of Q2 2017.

  • WFG Advisors held 1,644 shares of Healthcare Realty worth $51K as of Q2 2017.
  • WFG Advisors bought 1,047 Healthcare Realty shares in Q2 2017, an estimated $33K.
  • Healthcare Realty made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #697 holding.
  • WFG Advisors first reported a position in Healthcare Realty in Q2 2013 and has held it in 16 quarters since.
  • WFG Advisors's Healthcare Realty position peaked at $808K in Q2 2013.
  • 279 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.