Bickling Financial Services’s Healthcare Realty HR Stock Holding History

Bickling Financial Services’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 Q4	$724K	Buy	37,597 +50	+0.1%	+$982	0.45%	48
2022 Q3	$783K	Sell	37,547 -2,241	-6%	-$57K	0.53%	43
2022 Q2	$1.11M	Buy	39,788 +33	+0.1%	+$980	0.7%	33
2022 Q1	$1.25M	Buy	39,755 +32	+0.1%	+$1.01K	0.64%	35
2021 Q4	$1.33M	Buy	39,723 +33	+0.1%	+$1.1K	0.64%	34
2021 Q3	$1.18M	Sell	39,690 -128	-0.3%	-$3.73K	0.6%	33
2021 Q2	$1.06M	Buy	39,818 +8,228	+26%	+$233K	0.48%	38
2021 Q1	$871K	Buy	31,590 +3,858	+14%	+$108K	0.44%	42
2020 Q4	$764K	Buy	+27,732	New	+$732K	0.47%	43

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bickling Financial Services's HR Position: Q4 2022 in Review

Bickling Financial Services increased its Healthcare Realty (HR) stake by 0.13% in Q4 2022, buying an estimated $982 and bringing the position to 37,597 shares worth $724K. The position accounts for 0.45% of the portfolio, ranked #48.

Bickling Financial Services first reported a position in HR in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.33M in Q4 2021. 419 funds tracked by Wall St. Rank hold HR as of Q4 2022.

Bickling Financial Services held 37,597 shares of Healthcare Realty worth $724K as of Q4 2022.
Bickling Financial Services bought 50 Healthcare Realty shares in Q4 2022, an estimated $982.
Healthcare Realty made up 0.45% of Bickling Financial Services's portfolio in Q4 2022, its #48 holding.
Bickling Financial Services first reported a position in Healthcare Realty in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's Healthcare Realty position peaked at $1.33M in Q4 2021.
419 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.