Creative Planning - HEALTHCARE RLTY TR ownership

HEALTHCARE RLTY TR's ticker is HR and the CUSIP is 421946104. A total of 189 filers reported holding HEALTHCARE RLTY TR in Q2 2014. The put-call ratio across all filers is 0.85 and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of HEALTHCARE RLTY TR
ValueSharesWeighting
Q1 2018$1,002,000
-13.5%
36,167
+0.2%
0.00%
-20.0%
Q4 2017$1,159,000
+3211.4%
36,084
+3383.0%
0.01%
Q2 2017$35,000
+2.9%
1,0360.0%0.00%
Q1 2017$34,000
-64.9%
1,036
-67.7%
0.00%
-100.0%
Q4 2016$97,000
+67.2%
3,206
+88.6%
0.00%
Q3 2016$58,000
+1.8%
1,700
+5.1%
0.00%
Q2 2016$57,000
+14.0%
1,6180.0%0.00%
Q1 2016$50,000
+16.3%
1,618
+5.4%
0.00%
Q4 2015$43,000
-43.4%
1,535
-50.0%
0.00%
-100.0%
Q3 2015$76,000
+16.9%
3,073
+32.3%
0.00%0.0%
Q1 2015$65,000
-4.4%
2,322
-6.7%
0.00%0.0%
Q4 2014$68,000
+23.6%
2,489
+7.2%
0.00%0.0%
Q3 2014$55,000
+31.0%
2,322
+40.5%
0.00%0.0%
Q2 2014$42,000
-4.5%
1,653
-9.3%
0.00%0.0%
Q1 2014$44,000
+15.8%
1,823
+2.8%
0.00%0.0%
Q4 2013$38,000
+18.8%
1,773
+28.0%
0.00%0.0%
Q3 2013$32,000
+14.3%
1,385
+24.2%
0.00%0.0%
Q2 2013$28,0001,1150.00%
Other shareholders
HEALTHCARE RLTY TR shareholders Q2 2014
NameSharesValueWeighting ↓
Marble Harbor Investment Counsel, LLC 375,854$12,215,0002.67%
Channing Capital Management, LLC 1,872,903$60,869,0002.22%
American Assets Capital Advisers, LLC 120,000$3,878,0002.22%
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 4,457,320$144,863,0001.43%
INVESTMENT COUNSELORS OF MARYLAND LLC 624,628$20,300,0001.06%
Armor Investment Advisors, LLC 31,858$1,035,0001.03%
RMR Advisors LLC 50,897$1,654,0000.75%
CHARTWELL INVESTMENT PARTNERS, LLC 592,743$19,264,0000.70%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 1,014,104$32,958,0000.47%
PGGM Investments 2,773,000$90,122,0000.47%
View complete list of HEALTHCARE RLTY TR shareholders