Number of Shares
298,294.00
Current Holdings Value*
$5.11 Mil
% of Portfolio
0.8%
Total Estimate Gain
$-214,771.68
% of Total Estimate Gain
-4.26%

MFS Diversified Income Fund's Healthcare Realty Trust Inc Holding Summary

As of 2025-02-28, MFS SERIES TRUST XIII held 298,294.00 shares of Healthcare Realty Trust Inc(HR), totaling $5.11 Mil. This investment constitutes 0.8% of their stock portfolio, and MFS SERIES TRUST XIII now holds 0.08% of the outstanding Healthcare Realty Trust Inc(HR) stock.

The initial trade took place in 2025Q1. And since then MFS Diversified Income Fund has made 1 purchases of HR, at an average price of $16.90, for a total of 298,294.00 shares. Based on historical transaction data and HR's current price of $16.18, MFS Diversified Income Fund's estimated gain on his HR holdings is $-214,771.68, reflecting a -4.26% gain to date.

MFS Diversified Income Fund HR ($16.18) Holding Chart

MFS Diversified Income Fund HR ($16.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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