Connecticut Wealth Management’s Healthcare Realty HR Stock Holding History

Connecticut 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 Q4	–	Sell	-20,000	Closed	-$363K	–	283
2024 Q3	$363K	Buy	+20,000	New	+$355K	0.02%	251
2022 Q4	–	Sell	-12,037	Closed	-$251K	–	210
2022 Q3	$251K	Hold	12,037	–	–	0.02%	166
2022 Q2	$336K	Buy	12,037 +122	+1%	+$3.62K	0.03%	141
2022 Q1	$373K	Buy	+11,915	New	+$375K	0.03%	138
2021 Q4	–	Sell	-12,000	Closed	-$356K	–	202
2021 Q3	$356K	Sell	12,000 -6,949	-37%	-$203K	0.03%	138
2021 Q2	$506K	Buy	18,949 +215	+1%	+$6.08K	0.04%	118
2021 Q1	$517K	Buy	+18,734	New	+$524K	0.05%	97

Other funds holding HR

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

AAMU

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

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

Connecticut Wealth Management's HR Position: Q4 2024 in Review

Connecticut Wealth Management sold out of Healthcare Realty (HR) in Q4 2024, closing a stake of 20,000 shares — an estimated $363K sold.

Connecticut Wealth Management first reported a position in HR in Q1 2021 and held it in 7 quarters. The position peaked at $517K in Q1 2021. 416 funds tracked by Wall St. Rank hold HR as of Q4 2024.

Connecticut Wealth Management reported no remaining Healthcare Realty position as of Q4 2024 after selling out during the quarter.
Connecticut Wealth Management sold 20,000 Healthcare Realty shares in Q4 2024, an estimated $363K.
Connecticut Wealth Management first reported a position in Healthcare Realty in Q1 2021 and held it in 7 quarters.
Connecticut Wealth Management's Healthcare Realty position peaked at $517K in Q1 2021.
416 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2024.

Based on Connecticut Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.