Segment Wealth Management, LLC - HEALTHCARE RLTY TR ownership

HEALTHCARE RLTY TR's ticker is HR and the CUSIP is 421946104. A total of 240 filers reported holding HEALTHCARE RLTY TR in Q4 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.1%.

Quarter-by-quarter ownership
Segment Wealth Management, LLC ownership history of HEALTHCARE RLTY TR
ValueSharesWeighting
Q4 2019$567,000
-0.5%
17,0000.0%0.10%
-14.3%
Q3 2019$570,000
+7.1%
17,0000.0%0.11%
+3.7%
Q2 2019$532,000
-2.6%
17,0000.0%0.11%
-6.9%
Q1 2019$546,000
+13.0%
17,0000.0%0.12%
-4.9%
Q4 2018$483,000
-2.8%
17,0000.0%0.12%
+13.0%
Q3 2018$497,000
+0.6%
17,0000.0%0.11%
-7.7%
Q2 2018$494,000
+4.9%
17,0000.0%0.12%0.0%
Q1 2018$471,000
-13.7%
17,0000.0%0.12%
-11.4%
Q4 2017$546,000
-0.7%
17,0000.0%0.13%
-9.6%
Q3 2017$550,000
-5.3%
17,0000.0%0.15%
-8.8%
Q2 2017$581,000
+5.1%
17,0000.0%0.16%
-11.1%
Q1 2017$553,000
+7.4%
17,0000.0%0.18%
-4.8%
Q4 2016$515,000
-11.1%
17,0000.0%0.19%
-17.1%
Q3 2016$579,000
-2.7%
17,0000.0%0.23%
-7.3%
Q2 2016$595,000
+13.3%
17,0000.0%0.25%
+25.5%
Q1 2016$525,000
+9.1%
17,0000.0%0.20%
+7.7%
Q4 2015$481,000
+14.0%
17,0000.0%0.18%
+13.0%
Q3 2015$422,000
+6.8%
17,0000.0%0.16%
+17.5%
Q2 2015$395,000
-16.3%
17,0000.0%0.14%
-13.3%
Q1 2015$472,000
+1.7%
17,0000.0%0.16%
-11.2%
Q4 2014$464,000
+15.1%
17,0000.0%0.18%
+15.6%
Q3 2014$403,000
-6.7%
17,0000.0%0.15%
-7.8%
Q2 2014$432,000
+8.5%
17,000
+3.0%
0.17%
-9.7%
Q1 2014$398,000
+13.1%
16,5000.0%0.18%
+6.3%
Q4 2013$352,000
-7.6%
16,5000.0%0.17%
-15.9%
Q3 2013$381,000
-0.5%
16,500
+10.0%
0.21%
-9.6%
Q2 2013$383,00015,0000.23%
Other shareholders
HEALTHCARE RLTY TR shareholders Q4 2018
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