Baldrige Asset Management’s Healthcare Realty HR Stock Holding History

Baldrige 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
2023 Q1	$6K	Hold	286	–	–	﹤0.01%	283
2022 Q4	$6K	Buy	+286	New	+$5.62K	﹤0.01%	264

Other funds holding HR

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baldrige Asset Management's HR Position: Q1 2023 in Review

Baldrige Asset Management held its Healthcare Realty (HR) position steady in Q1 2023 at 286 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Baldrige Asset Management first reported a position in HR in Q4 2022 and has held it in 2 quarters since. 418 funds tracked by Wall St. Rank hold HR as of Q1 2023.

Baldrige Asset Management held 286 shares of Healthcare Realty worth $6K as of Q1 2023.
Baldrige Asset Management left its Healthcare Realty share count unchanged in Q1 2023.
Healthcare Realty made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #283 holding.
Baldrige Asset Management first reported a position in Healthcare Realty in Q4 2022 and has held it in 2 quarters since.
418 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.