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Healthcare Realty T shares owned by Pasadena Private Wealth

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

Historical chart of Pasadena Private Wealth investment in Healthcare Realty T

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

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Quarterly reported holdings in Healthcare Realty T by Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $168k 12k 14.15
2023-12-31 $227k 13k 17.23

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Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pacer Fds Tr Pacer Us Small (CALF)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Flexshares Tr Mornstar Upstr (GUNR)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Direxion Shs Etf Tr Auspce Cmd Stg (COM)
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Pasadena Private Wealth

Top funds holding Healthcare Realty T

Vanguard Group
BlackRock
Daiwa Securities Group
APG Asset Management US
Northwood Liquid Management
Principal Financial Group
Jpmorgan Chase & Co
T. Rowe Price Associates
Nuance Investments
Dimensional Fund Advisors
Charles Schwab Investment Management
Legal & General Group
Bank of New York Mellon
Norges Bank Investment Management
Russell Investments

View all funds holding Healthcare Realty T