Number of Shares
65,975.00
Current Holdings Value*
$1.11 Mil
% of Portfolio
2.96%
Total Estimate Gain
$58,609.99
% of Total Estimate Gain
5.77%

The Adirondack Small Cap Fund's Healthcare Realty Trust Inc Holding Summary

As of 2025-03-31, The Adirondack Small Cap Fund held 65,975.00 shares of Healthcare Realty Trust Inc(HR), totaling $1.11 Mil. This investment constitutes 2.96% of their stock portfolio, and The Adirondack Small Cap Fund now holds 0.02% of the outstanding Healthcare Realty Trust Inc(HR) stock.

The initial trade took place in 2023Q4. And since then The Adirondack Small Cap Fund has made 3 purchases of HR, at an average price of $15.12, for a total of 67,246.00 shares. In addition, there have been 1 sales at an average price of $16.62 for 1,271.00 shares. Based on historical transaction data and HR's current price of $15.98, The Adirondack Small Cap Fund's estimated gain on his HR holdings is $58,609.99, reflecting a 5.77% gain to date.

The Adirondack Small Cap Fund HR ($15.98) Holding Chart

The Adirondack Small Cap Fund HR ($15.98) 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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