Jacobs Levy Equity Management
HR icon

Jacobs Levy Equity Management’s Healthcare Realty HR Stock Holding History

Jacobs Levy Equity 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
-110,946
Closed -$3.1M – 1082
2022
Q2 		$3.1M Buy
110,946
+9,894
+10% +$294K 0.02% 508
2022
Q1 		$3.17M Buy
+101,052
New +$3.18M 0.02% 515
2020
Q1 		– Sell
-60,436
Closed -$1.83M – 1039
2019
Q4 		$1.83M Buy
60,436
+3,736
+7% +$112K 0.02% 560
2019
Q3 		$1.67M Buy
56,700
+400
+0.7% +$11.2K 0.02% 549
2019
Q2 		$1.54M Buy
+56,300
New +$1.59M 0.02% 565
2014
Q1 		– Sell
-40,220
Closed -$792K – 941
2013
Q4 		$792K Buy
+40,220
New +$853K 0.01% 630

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jacobs Levy Equity Management's HR Position: Q3 2022 in Review

Jacobs Levy Equity Management sold out of Healthcare Realty (HR) in Q3 2022, closing a stake of 110,946 shares — an estimated $3.1M sold.

Jacobs Levy Equity Management first reported a position in HR in Q4 2013 and held it in 6 quarters. The position peaked at $3.17M in Q1 2022. 393 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Jacobs Levy Equity Management reported no remaining Healthcare Realty position as of Q3 2022 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 110,946 Healthcare Realty shares in Q3 2022, an estimated $3.1M.
  • Jacobs Levy Equity Management first reported a position in Healthcare Realty in Q4 2013 and held it in 6 quarters.
  • Jacobs Levy Equity Management's Healthcare Realty position peaked at $3.17M in Q1 2022.
  • 393 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2022.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2022, filed 15 Nov 2022.