LNWWM
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Laird Norton Wetherby Wealth Management’s Healthcare Realty HR Stock Holding History

Laird Norton Wetherby 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
-11,050
Closed -$201K – 922
2024
Q3 		$201K Sell
11,050
-237
-2% -$4.2K 0.01% 873
2024
Q2 		$186K Sell
11,287
-43
-0.4% -$658 0.01% 860
2024
Q1 		$160K Sell
11,330
-1,291
-10% -$19.5K 0.01% 917
2023
Q4 		$217K Buy
+12,621
New +$193K 0.01% 832

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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
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
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's HR Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management sold out of Healthcare Realty (HR) in Q4 2024, closing a stake of 11,050 shares — an estimated $201K sold.

Laird Norton Wetherby Wealth Management first reported a position in HR in Q4 2023 and held it in 4 quarters. The position peaked at $217K in Q4 2023. 417 funds tracked by Wall St. Rank hold HR as of Q4 2024.

  • Laird Norton Wetherby Wealth Management reported no remaining Healthcare Realty position as of Q4 2024 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 11,050 Healthcare Realty shares in Q4 2024, an estimated $201K.
  • Laird Norton Wetherby Wealth Management first reported a position in Healthcare Realty in Q4 2023 and held it in 4 quarters.
  • Laird Norton Wetherby Wealth Management's Healthcare Realty position peaked at $217K in Q4 2023.
  • 417 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.