Number of Shares
60,450.00
Current Holdings Value*
$1.02 Mil
% of Portfolio
0.86%
Total Estimate Gain
$-508,384.50
% of Total Estimate Gain
-13.68%

Sequent Asset Management, LLC's Healthcare Realty Trust Inc Holding Summary

As of 2025-03-31, Sequent Asset Management, LLC held 60,450.00 shares of Healthcare Realty Trust Inc(HR), totaling $1.02 Mil. This investment constitutes 0.86% of their stock portfolio, and Sequent Asset Management, LLC now holds 0.02% of the outstanding Healthcare Realty Trust Inc(HR) stock.

The initial trade took place in 2022Q3. And since then Sequent Asset Management, LLC has made 3 purchases of HR, at an average price of $20.50, for a total of 181,350.00 shares. In addition, there have been 2 sales at an average price of $18.61 for 120,900.00 shares. Based on historical transaction data and HR's current price of $15.86, Sequent Asset Management, LLC's estimated gain on his HR holdings is $-508,384.50, reflecting a -13.68% gain to date.

Sequent Asset Management, LLC HR ($15.86) Holding Chart

Sequent Asset Management, LLC HR ($15.86) 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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