Winfield Associates’s Healthcare Realty HR Stock Holding History

Winfield Associates’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 Q1	–	Sell	-45	Closed	-$2K	–	345
2017 Q4	$2K	Buy	45 +20	+80%	+$605	﹤0.01%	665
2017 Q3	$1K	Hold	25	–	–	﹤0.01%	691
2017 Q2	$1K	Hold	25	–	–	﹤0.01%	784
2017 Q1	$1K	Hold	25	–	–	﹤0.01%	667
2016 Q4	$1K	Buy	+25	New	+$736	﹤0.01%	634

Other funds holding HR

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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 New York $115B AUM 24.78% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAMU

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

Winfield Associates's HR Position: Q1 2018 in Review

Winfield Associates sold out of Healthcare Realty (HR) in Q1 2018, closing a stake of 45 shares — an estimated $2K sold.

Winfield Associates first reported a position in HR in Q4 2016 and held it in 5 quarters. The position peaked at $2K in Q4 2017. 292 funds tracked by Wall St. Rank hold HR as of Q1 2018.

Winfield Associates reported no remaining Healthcare Realty position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 45 Healthcare Realty shares in Q1 2018, an estimated $2K.
Winfield Associates first reported a position in Healthcare Realty in Q4 2016 and held it in 5 quarters.
Winfield Associates's Healthcare Realty position peaked at $2K in Q4 2017.
292 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.