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Wilbanks Smith & Thomas Asset Management’s Healthcare Realty HR Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-3,425
Closed -$91K – 771
2018
Q3 		$91K Buy
+3,425
New +$94.4K 0.01% 563

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's HR Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Healthcare Realty (HR) in Q4 2018, closing a stake of 3,425 shares — an estimated $91K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in HR in Q3 2018 and held it in 1 quarter. The position peaked at $91K in Q3 2018. 326 funds tracked by Wall St. Rank hold HR as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Healthcare Realty position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 3,425 Healthcare Realty shares in Q4 2018, an estimated $91K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Healthcare Realty in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Healthcare Realty position peaked at $91K in Q3 2018.
  • 326 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.