Baystate Wealth Management’s Healthcare Realty HR Stock Holding History

Baystate 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
2022 Q1	–	Sell	-24	Closed	-$1K	–	903
2021 Q4	$1K	Hold	24	–	–	﹤0.01%	823
2021 Q3	$1K	Hold	24	–	–	﹤0.01%	760
2021 Q2	$1K	Hold	24	–	–	﹤0.01%	729
2021 Q1	$1K	Buy	+24	New	+$671	﹤0.01%	658
2013 Q3	–	Sell	-500	Closed	-$11K	–	106
2013 Q2	$11K	Buy	+500	New	+$12K	0.01%	182

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Baystate Wealth Management's HR Position: Q1 2022 in Review

Baystate Wealth Management sold out of Healthcare Realty (HR) in Q1 2022, closing a stake of 24 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in HR in Q2 2013 and held it in 5 quarters. The position peaked at $11K in Q2 2013. 392 funds tracked by Wall St. Rank hold HR as of Q1 2022.

Baystate Wealth Management reported no remaining Healthcare Realty position as of Q1 2022 after selling out during the quarter.
Baystate Wealth Management sold 24 Healthcare Realty shares in Q1 2022, an estimated $1K.
Baystate Wealth Management first reported a position in Healthcare Realty in Q2 2013 and held it in 5 quarters.
Baystate Wealth Management's Healthcare Realty position peaked at $11K in Q2 2013.
392 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2022.

Based on Baystate Wealth Management's 13F filing for Q1 2022, filed 19 Apr 2022.