HWM
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Heirloom Wealth Management’s Healthcare Realty HR Stock Holding History

Heirloom 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
Q3 		– Sell
-14,019
Closed -$231K – 48
2024
Q2 		$231K Sell
14,019
-6,868
-33% -$105K 0.07% 44
2024
Q1 		$296K Sell
20,887
-489
-2% -$7.38K 0.1% 42
2023
Q4 		$368K Sell
21,376
-463
-2% -$7.07K 0.14% 42
2023
Q3 		$333K Sell
21,839
-218
-1% -$3.87K 0.15% 44
2023
Q2 		$416K Hold
22,057
– – 0.18% 43
2023
Q1 		$426K Buy
22,057
+65
+0.3% +$1.31K 0.2% 40
2022
Q4 		$424K Buy
+21,992
New +$432K 0.26% 38

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heirloom Wealth Management's HR Position: Q3 2024 in Review

Heirloom Wealth Management sold out of Healthcare Realty (HR) in Q3 2024, closing a stake of 14,019 shares — an estimated $231K sold.

Heirloom Wealth Management first reported a position in HR in Q4 2022 and held it in 7 quarters. The position peaked at $426K in Q1 2023. 411 funds tracked by Wall St. Rank hold HR as of Q3 2024.

  • Heirloom Wealth Management reported no remaining Healthcare Realty position as of Q3 2024 after selling out during the quarter.
  • Heirloom Wealth Management sold 14,019 Healthcare Realty shares in Q3 2024, an estimated $231K.
  • Heirloom Wealth Management first reported a position in Healthcare Realty in Q4 2022 and held it in 7 quarters.
  • Heirloom Wealth Management's Healthcare Realty position peaked at $426K in Q1 2023.
  • 411 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2024.

Based on Heirloom Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.