Lee, Danner & Bass’s Healthcare Realty HR Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-5,000	Closed	-$84.8K	–	436
2024 Q4	$84.8K	Buy	+5,000	New	+$87.9K	0.01%	293

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

Lee, Danner & Bass's HR Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Healthcare Realty (HR) in Q1 2025, closing a stake of 5,000 shares — an estimated $84.8K sold.

Lee, Danner & Bass first reported a position in HR in Q4 2024 and held it in 1 quarter. The position peaked at $84.8K in Q4 2024. 424 funds tracked by Wall St. Rank hold HR as of Q1 2025.

Lee, Danner & Bass reported no remaining Healthcare Realty position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 5,000 Healthcare Realty shares in Q1 2025, an estimated $84.8K.
Lee, Danner & Bass first reported a position in Healthcare Realty in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Healthcare Realty position peaked at $84.8K in Q4 2024.
424 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.