Baldwin Wealth Partners’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $215K | Hold |
12,100
| – | – | 0.01% | 222 |
|
|
2026
Q2 | $244K | Hold |
12,100
| – | – | 0.02% | 207 |
|
|
2026
Q1 | $206K | Hold |
12,100
| – | – | 0.01% | 215 |
|
|
2025
Q4 | $205K | Hold |
12,100
| – | – | 0.01% | 238 |
|
|
2025
Q3 | $218K | Hold |
12,100
| – | – | 0.01% | 220 |
|
|
2025
Q2 | $192K | Hold |
12,100
| – | – | 0.01% | 213 |
|
|
2025
Q1 | $204K | Hold |
12,100
| – | – | 0.01% | 221 |
|
|
2024
Q4 | $205K | Sell |
12,100
-1,000
| -8% | -$17.6K | 0.01% | 231 |
|
|
2024
Q3 | $238K | Hold |
13,100
| – | – | 0.02% | 303 |
|
|
2024
Q2 | $216K | Hold |
13,100
| – | – | 0.02% | 193 |
|
|
2024
Q1 | $185K | Hold |
13,100
| – | – | 0.01% | 214 |
|
|
2023
Q4 | $226K | Hold |
13,100
| – | – | 0.02% | 201 |
|
|
2023
Q3 | $200K | Hold |
13,100
| – | – | 0.02% | 219 |
|
|
2023
Q2 | $247K | Sell |
13,100
-1,000
| -7% | -$19.3K | 0.02% | 222 |
|
|
2023
Q1 | $273K | Hold |
14,100
| – | – | 0.02% | 212 |
|
|
2022
Q4 | $272K | Hold |
14,100
| – | – | 0.02% | 208 |
|
|
2022
Q3 | $294K | Sell |
14,100
-6,704
| -32% | -$170K | 0.04% | 143 |
|
|
2022
Q2 | $581K | Hold |
20,804
| – | – | 0.08% | 93 |
|
|
2022
Q1 | $652K | Sell |
20,804
-327
| -2% | -$10.3K | 0.07% | 97 |
|
|
2021
Q4 | $706K | Hold |
21,131
| – | – | 0.07% | 94 |
|
|
2021
Q3 | $627K | Hold |
21,131
| – | – | 0.07% | 97 |
|
|
2021
Q2 | $564K | Hold |
21,131
| – | – | 0.06% | 106 |
|
|
2021
Q1 | $583K | Hold |
21,131
| – | – | 0.07% | 95 |
|
|
2020
Q4 | $582K | Hold |
21,131
| – | – | 0.07% | 92 |
|
|
2020
Q3 | $549K | Hold |
21,131
| – | – | 0.08% | 93 |
|
|
2020
Q2 | $560K | Hold |
21,131
| – | – | 0.08% | 94 |
|
|
2020
Q1 | $513K | Hold |
21,131
| – | – | 0.09% | 89 |
|
|
2019
Q4 | $640K | Hold |
21,131
| – | – | 0.09% | 97 |
|
|
2019
Q3 | $621K | Hold |
21,131
| – | – | 0.09% | 91 |
|
|
2019
Q2 | $580K | Hold |
21,131
| – | – | 0.09% | 108 |
|
|
2019
Q1 | $604K | Hold |
21,131
| – | – | 0.09% | 110 |
|
|
2018
Q4 | $535K | Buy |
+21,131
| New | +$560K | 0.09% | 110 |
|
|
2018
Q3 | – | Sell |
-22,460
| Closed | -$606K | – | 526 |
|
|
2018
Q2 | $606K | Sell |
22,460
-2,315
| -9% | -$58.9K | 0.09% | 110 |
|
|
2018
Q1 | $655K | Sell |
24,775
-154,714
| -86% | -$4.12M | 0.11% | 103 |
|
|
2017
Q4 | $5.39M | Buy |
179,489
+25,523
| +17% | +$772K | 0.84% | 42 |
|
|
2017
Q3 | $4.59M | Buy |
153,966
+55,241
| +56% | +$1.68M | 0.74% | 46 |
|
|
2017
Q2 | $3.07M | Buy |
+98,725
| New | +$3.11M | 0.49% | 51 |
|
Other funds holding HR
Baldwin Wealth Partners's HR Position: Q3 2026 in Review
Baldwin Wealth Partners held its Healthcare Realty (HR) position steady in Q3 2026 at 12,100 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #222.
Baldwin Wealth Partners first reported a position in HR in Q2 2017 and has held it in 37 quarters since. The position peaked at $5.39M in Q4 2017. 133 funds tracked by Wall St. Rank hold HR as of Q3 2026.
- Baldwin Wealth Partners held 12,100 shares of Healthcare Realty worth $215K as of Q3 2026.
- Baldwin Wealth Partners left its Healthcare Realty share count unchanged in Q3 2026.
- Healthcare Realty made up 0.01% of Baldwin Wealth Partners's portfolio in Q3 2026, its #222 holding.
- Baldwin Wealth Partners first reported a position in Healthcare Realty in Q2 2017 and has held it in 37 quarters since.
- Baldwin Wealth Partners's Healthcare Realty position peaked at $5.39M in Q4 2017.
- 133 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2026.
Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.