BC
HR

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

Bartlett & Co’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
Q4 		$17K Hold
1,000
– – ﹤0.01% 915
2023
Q3 		$15K Hold
1,000
– – ﹤0.01% 875
2023
Q2 		$19K Buy
+1,000
New +$19K ﹤0.01% 836

Other funds holding HR

BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
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's HR Position: Q4 2023 in Review

Bartlett & Co held its Healthcare Realty Trust Incorporated (HR) position steady in Q4 2023 at 1,000 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Bartlett & Co first reported a position in HR in Q2 2023 and has held it in 3 quarters since. The position peaked at $19K in Q2 2023. 4 funds tracked by Wall St. Rank hold HR as of Q4 2023.

  • Bartlett & Co held 1,000 shares of Healthcare Realty Trust Incorporated worth $17K as of Q4 2023.
  • Bartlett & Co left its Healthcare Realty Trust Incorporated share count unchanged in Q4 2023.
  • Healthcare Realty Trust Incorporated made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #915 holding.
  • Bartlett & Co first reported a position in Healthcare Realty Trust Incorporated in Q2 2023 and has held it in 3 quarters since.
  • Bartlett & Co's Healthcare Realty Trust Incorporated position peaked at $19K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.