WC
HR

Whitney & Co’s Healthcare Realty Trust Incorporated HR Stock Holding History

Whitney & Co’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
-125
Closed -$4K – 549
2018
Q3 		$4K Hold
125
– – ﹤0.01% 423
2018
Q2 		$4K Hold
125
– – ﹤0.01% 286
2018
Q1 		$3K Buy
+125
New +$3.57K ﹤0.01% 287

Other funds holding HR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Whitney & Co's HR Position: Q4 2018 in Review

Whitney & Co sold out of Healthcare Realty Trust Incorporated (HR) in Q4 2018, closing a stake of 125 shares — an estimated $4K sold.

Whitney & Co first reported a position in HR in Q1 2018 and held it in 3 quarters. The position peaked at $4K in Q3 2018. 238 funds tracked by Wall St. Rank hold HR as of Q4 2018.

  • Whitney & Co reported no remaining Healthcare Realty Trust Incorporated position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 125 Healthcare Realty Trust Incorporated shares in Q4 2018, an estimated $4K.
  • Whitney & Co first reported a position in Healthcare Realty Trust Incorporated in Q1 2018 and held it in 3 quarters.
  • Whitney & Co's Healthcare Realty Trust Incorporated position peaked at $4K in Q3 2018.
  • 238 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.