Baird Financial Group
HR icon

Baird Financial Group’s Healthcare Realty HR Stock Holding History

Baird Financial Group’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
2020
Q3 		– Sell
-17,107
Closed -$454K – 1525
2020
Q2 		$454K Buy
+17,107
New +$438K ﹤0.01% 1166
2018
Q1 		– Sell
-263,658
Closed -$7.92M – 1268
2017
Q4 		$7.92M Sell
263,658
-19,785
-7% -$599K 0.06% 326
2017
Q3 		$8.45M Sell
283,443
-12,838
-4% -$390K 0.06% 300
2017
Q2 		$9.22M Buy
296,281
+83,162
+39% +$2.62M 0.07% 272
2017
Q1 		$6.71M Sell
213,119
-7,113
-3% -$216K 0.05% 338
2016
Q4 		$6.41M Sell
220,232
-12,635
-5% -$372K 0.06% 321
2016
Q3 		$7.6M Sell
232,867
-1,803
-0.8% -$59.7K 0.07% 287
2016
Q2 		$7.59M Buy
234,670
+5,060
+2% +$152K 0.07% 284
2016
Q1 		$6.75M Buy
+229,610
New +$6.37M 0.06% 295

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Baird Financial Group's HR Position: Q3 2020 in Review

Baird Financial Group sold out of Healthcare Realty (HR) in Q3 2020, closing a stake of 17,107 shares — an estimated $454K sold.

Baird Financial Group first reported a position in HR in Q1 2016 and held it in 9 quarters. The position peaked at $9.22M in Q2 2017. 336 funds tracked by Wall St. Rank hold HR as of Q3 2020.

  • Baird Financial Group reported no remaining Healthcare Realty position as of Q3 2020 after selling out during the quarter.
  • Baird Financial Group sold 17,107 Healthcare Realty shares in Q3 2020, an estimated $454K.
  • Baird Financial Group first reported a position in Healthcare Realty in Q1 2016 and held it in 9 quarters.
  • Baird Financial Group's Healthcare Realty position peaked at $9.22M in Q2 2017.
  • 336 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2020.

Based on Baird Financial Group's 13F filing for Q3 2020, filed 12 Nov 2020.