World Asset Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

World 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
2019 Q4	–	Sell	-5,997	Closed	-$201K	–	1175
2019 Q3	$201K	Buy	+5,997	New	+$196K	0.01%	1038
2018 Q1	–	Sell	-7,479	Closed	-$240K	–	1492
2017 Q4	$240K	Sell	7,479 -468	-6%	-$15.2K	0.01%	1260
2017 Q3	$257K	Buy	7,947 +594	+8%	+$19.6K	0.01%	1223
2017 Q2	$251K	Buy	7,353 +169	+2%	+$5.69K	0.01%	1226
2017 Q1	$233K	Buy	7,184 +134	+2%	+$4.15K	0.01%	1206
2016 Q4	$214K	Sell	7,050 -496	-7%	-$15.1K	0.01%	1204
2016 Q3	$257K	Buy	+7,546	New	+$265K	0.01%	1120
2013 Q4	–	Sell	-10,837	Closed	-$250K	–	1735
2013 Q3	$250K	Sell	10,837 -949	-8%	-$23.1K	0.01%	1390
2013 Q2	$301K	Buy	+11,786	New	+$329K	0.01%	1318

Other funds holding HR

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

World Asset Management's HR Position: Q4 2019 in Review

World Asset Management sold out of Healthcare Realty Trust Incorporated (HR) in Q4 2019, closing a stake of 5,997 shares — an estimated $201K sold.

World Asset Management first reported a position in HR in Q2 2013 and held it in 9 quarters. The position peaked at $301K in Q2 2013. 266 funds tracked by Wall St. Rank hold HR as of Q4 2019.

World Asset Management reported no remaining Healthcare Realty Trust Incorporated position as of Q4 2019 after selling out during the quarter.
World Asset Management sold 5,997 Healthcare Realty Trust Incorporated shares in Q4 2019, an estimated $201K.
World Asset Management first reported a position in Healthcare Realty Trust Incorporated in Q2 2013 and held it in 9 quarters.
World Asset Management's Healthcare Realty Trust Incorporated position peaked at $301K in Q2 2013.
266 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2019.

Based on World Asset Management's 13F filing for Q4 2019, filed 28 Jan 2020.