BCWM
HR

Bartlett & Co Wealth Management’s Healthcare Realty Trust Incorporated HR Stock Holding History

Bartlett & Co Wealth 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
2024
Q1 		– Sell
-1,000
Closed -$17.4K – 1255
2023
Q4 		$17.4K Hold
1,000
– – ﹤0.01% 906
2023
Q3 		$15.3K Hold
1,000
– – ﹤0.01% 866
2023
Q2 		$18.9K Buy
+1,000
New +$18.9K ﹤0.01% 834

Other funds holding HR

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return

Bartlett & Co Wealth Management's HR Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of Healthcare Realty Trust Incorporated (HR) in Q1 2024, closing a stake of 1,000 shares — an estimated $17.4K sold.

Bartlett & Co Wealth Management first reported a position in HR in Q2 2023 and held it in 3 quarters. The position peaked at $18.9K in Q2 2023. 2 funds tracked by Wall St. Rank hold HR as of Q1 2024.

  • Bartlett & Co Wealth Management reported no remaining Healthcare Realty Trust Incorporated position as of Q1 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,000 Healthcare Realty Trust Incorporated shares in Q1 2024, an estimated $17.4K.
  • Bartlett & Co Wealth Management first reported a position in Healthcare Realty Trust Incorporated in Q2 2023 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Healthcare Realty Trust Incorporated position peaked at $18.9K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.