BFG
HR icon

Barber Financial Group’s Healthcare Realty HR Stock Holding History

Barber 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
2023
Q1 		$241K Hold
12,475
– – 0.04% 126
2022
Q4 		$240K Sell
12,475
-1,221
-9% -$24K 0.07% 116
2022
Q3 		$286K Buy
13,696
+16
+0.1% +$407 0.08% 105
2022
Q2 		$382K Sell
13,680
-28
-0.2% -$832 0.06% 87
2022
Q1 		$430K Sell
13,708
-138
-1% -$4.35K 0.06% 89
2021
Q4 		$462K Sell
13,846
-47
-0.3% -$1.57K 0.06% 93
2021
Q3 		$412K Sell
13,893
-78
-0.6% -$2.27K 0.05% 101
2021
Q2 		$373K Hold
13,971
– – 0.05% 103
2021
Q1 		$385K Sell
13,971
-835
-6% -$23.3K 0.06% 92
2020
Q4 		$408K Hold
14,806
– – 0.07% 94
2020
Q3 		$385K Sell
14,806
-684
-4% -$17.9K 0.08% 87
2020
Q2 		$411K Sell
15,490
-424
-3% -$10.9K 0.1% 76
2020
Q1 		$386K Buy
15,914
+2
+0% +$60 0.12% 73
2019
Q4 		$482K Buy
15,912
+3
+0% +$90 0.1% 87
2019
Q3 		$467K Sell
15,909
-997
-6% -$27.9K 0.1% 84
2019
Q2 		$464K Sell
16,906
-625
-4% -$17.6K 0.11% 83
2019
Q1 		$501K Sell
17,531
-1,538
-8% -$42.8K 0.1% 77
2018
Q4 		$483K Sell
19,069
-1,572
-8% -$41.6K 0.1% 78
2018
Q3 		$550K Sell
20,641
-1,997
-9% -$55K 0.13% 70
2018
Q2 		$610K Sell
22,638
-6,385
-22% -$162K 0.18% 68
2018
Q1 		$768K Sell
29,023
-13,509
-32% -$360K 0.2% 64
2017
Q4 		$1.28M Sell
42,532
-802
-2% -$24.3K 0.32% 55
2017
Q3 		$1.29M Sell
43,334
-1,602
-4% -$48.7K 0.37% 48
2017
Q2 		$1.4M Sell
44,936
-2,425
-5% -$76.4K 0.45% 34
2017
Q1 		$1.49M Sell
47,361
-4,557
-9% -$138K 0.51% 35
2016
Q4 		$1.51M Buy
+51,918
New +$1.53M 0.55% 31

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Principal Financial Group
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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barber Financial Group's HR Position: Q1 2023 in Review

Barber Financial Group held its Healthcare Realty (HR) position steady in Q1 2023 at 12,475 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #126.

Barber Financial Group first reported a position in HR in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.51M in Q4 2016. 418 funds tracked by Wall St. Rank hold HR as of Q1 2023.

  • Barber Financial Group held 12,475 shares of Healthcare Realty worth $241K as of Q1 2023.
  • Barber Financial Group left its Healthcare Realty share count unchanged in Q1 2023.
  • Healthcare Realty made up 0.04% of Barber Financial Group's portfolio in Q1 2023, its #126 holding.
  • Barber Financial Group first reported a position in Healthcare Realty in Q4 2016 and has held it in 26 quarters since.
  • Barber Financial Group's Healthcare Realty position peaked at $1.51M in Q4 2016.
  • 418 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.