AMJ Financial Wealth Management’s Healthcare Realty HR Stock Holding History

AMJ Financial Wealth Management’s Portfolio HR Stock Details HR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7,440	Closed	-$208K	–	54
2022 Q2	$208K	Hold	7,440	–	–	0.18%	53
2022 Q1	$233K	Hold	7,440	–	–	0.09%	78
2021 Q4	$248K	Hold	7,440	–	–	0.09%	87
2021 Q3	$221K	Buy	+7,440	New	+$217K	0.09%	88
2021 Q2	–	Sell	-7,748	Closed	-$214K	–	95
2021 Q1	$214K	Sell	7,748 -883	-10%	-$24.7K	0.1%	82
2020 Q4	$238K	Sell	8,631 -127	-1%	-$3.35K	0.12%	69
2020 Q3	$228K	Hold	8,758	–	–	0.13%	59
2020 Q2	$232K	Hold	8,758	–	–	0.16%	58
2020 Q1	$213K	Hold	8,758	–	–	0.37%	27
2019 Q4	$265K	Buy	+8,758	New	+$262K	0.19%	58

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AMJ Financial Wealth Management's HR Position: Q3 2022 in Review

AMJ Financial Wealth Management sold out of Healthcare Realty (HR) in Q3 2022, closing a stake of 7,440 shares — an estimated $208K sold.

AMJ Financial Wealth Management first reported a position in HR in Q4 2019 and held it in 10 quarters. The position peaked at $265K in Q4 2019. 393 funds tracked by Wall St. Rank hold HR as of Q3 2022.

AMJ Financial Wealth Management reported no remaining Healthcare Realty position as of Q3 2022 after selling out during the quarter.
AMJ Financial Wealth Management sold 7,440 Healthcare Realty shares in Q3 2022, an estimated $208K.
AMJ Financial Wealth Management first reported a position in Healthcare Realty in Q4 2019 and held it in 10 quarters.
AMJ Financial Wealth Management's Healthcare Realty position peaked at $265K in Q4 2019.
393 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2022.

Based on AMJ Financial Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.