Ridgewood Investments’s Healthcare Realty HR Stock Holding History

Ridgewood Investments’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	-1	Closed	-$11	–	756
2024 Q2	$11	Buy	+1	New	+$15	﹤0.01%	794
2023 Q3	–	Sell	-1	Closed	-$12	–	433
2023 Q2	$12	Hold	1	–	–	﹤0.01%	836
2023 Q1	$13	Buy	+1	New	+$20	﹤0.01%	825

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

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

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

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

Ridgewood Investments's HR Position: Q3 2024 in Review

Ridgewood Investments sold out of Healthcare Realty (HR) in Q3 2024, closing a stake of 1 share — an estimated $11 sold.

Ridgewood Investments first reported a position in HR in Q1 2023 and held it in 3 quarters. The position peaked at $13 in Q1 2023. 411 funds tracked by Wall St. Rank hold HR as of Q3 2024.

Ridgewood Investments reported no remaining Healthcare Realty position as of Q3 2024 after selling out during the quarter.
Ridgewood Investments sold 1 Healthcare Realty share in Q3 2024, an estimated $11.
Ridgewood Investments first reported a position in Healthcare Realty in Q1 2023 and held it in 3 quarters.
Ridgewood Investments's Healthcare Realty position peaked at $13 in Q1 2023.
411 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2024.

Based on Ridgewood Investments's 13F filing for Q3 2024, filed 4 Oct 2024.