UNITED CAPITAL FINANCIAL ADVISORS, LLC - HEALTHCARE RLTY TR ownership

HEALTHCARE RLTY TR's ticker is HR and the CUSIP is 421946104. A total of 220 filers reported holding HEALTHCARE RLTY TR in Q1 2016. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of HEALTHCARE RLTY TR
ValueSharesWeighting
Q4 2016$254,000
+7.6%
8,361
+20.6%
0.00%0.0%
Q3 2016$236,000
-14.8%
6,930
-12.6%
0.00%
-33.3%
Q2 2016$277,000
+10.4%
7,928
-2.4%
0.00%0.0%
Q1 2016$251,000
-35.3%
8,124
-40.7%
0.00%
-25.0%
Q4 2015$388,000
-12.2%
13,696
-20.7%
0.00%
-20.0%
Q1 2015$442,000
-35.2%
17,281
-30.8%
0.01%0.0%
Q4 2014$682,000
+211.4%
24,960
+170.2%
0.01%
+25.0%
Q3 2014$219,0009,2390.00%
Other shareholders
HEALTHCARE RLTY TR shareholders Q1 2016
NameSharesValueWeighting ↓
Monashee Investment Management LLC 100,000$3,499,0005.51%
Marble Harbor Investment Counsel, LLC 375,854$13,151,0003.19%
InvenTrust Properties Corp. 143,500$5,021,0002.65%
Channing Capital Management, LLC 1,560,840$54,614,0002.29%
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 6,205,773$217,140,0001.70%
HEITMAN REAL ESTATE SECURITIES LLC 815,620$28,539,0001.55%
Shinko Asset Management Co., Ltd. 4,723,225$165,266,0001.16%
Taylor Frigon Capital Management LLC 26,927$942,0000.98%
INVESTMENT COUNSELORS OF MARYLAND LLC 492,833$17,244,0000.94%
CEDAR CAPITAL, LLC 81,182$2,841,0000.93%
View complete list of HEALTHCARE RLTY TR shareholders