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Healthcare Realty T shares owned by Heirloom Wealth Management

Quarter-by-quarter ownership of Healthcare Realty T (HR) shares owned by Heirloom Wealth Management from 13F filings

Historical chart of Heirloom Wealth Management investment in Healthcare Realty T

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All positions including Healthcare Realty T held by Heirloom Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Healthcare Realty T by Heirloom Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $296k 21k 14.15
2023-12-31 $368k 21k 17.23
2023-09-30 $334k 22k 15.27
2023-06-30 $416k 22k 18.86
2023-03-31 $426k 22k 19.33
2022-12-31 $424k 22k 19.27