Janiczek Wealth Management’s Healthcare Realty HR Stock Holding History

Janiczek 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
2024 Q2	$3.87K	Sell	235 -509	-68%	-$7.79K	﹤0.01%	769
2024 Q1	$10.5K	Sell	744 -574	-44%	-$8.66K	﹤0.01%	670
2023 Q4	$22.7K	Buy	1,318 +1,303	+8,687%	+$19.9K	0.01%	524
2023 Q3	$230	Hold	15	–	–	﹤0.01%	1022
2023 Q2	$283	Hold	15	–	–	﹤0.01%	944
2023 Q1	$293	Sell	15 -125	-89%	-$2.52K	﹤0.01%	946
2022 Q4	$2.95K	Buy	+140	New	+$2.75K	﹤0.01%	728
2019 Q3	–	Sell	-740	Closed	-$20K	–	178
2019 Q2	$20K	Buy	+740	New	+$20.8K	0.01%	108

Other funds holding HR

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

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

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

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

AAMU

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janiczek Wealth Management's HR Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Healthcare Realty (HR) stake by 68% in Q2 2024, selling an estimated $7.79K and leaving 235 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Janiczek Wealth Management first reported a position in HR in Q2 2019 and has held it in 8 quarters since. The position peaked at $22.7K in Q4 2023. 392 funds tracked by Wall St. Rank hold HR as of Q2 2024.

Janiczek Wealth Management held 235 shares of Healthcare Realty worth $3.87K as of Q2 2024.
Janiczek Wealth Management sold 509 Healthcare Realty shares in Q2 2024, an estimated $7.79K.
Healthcare Realty made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #769 holding.
Janiczek Wealth Management first reported a position in Healthcare Realty in Q2 2019 and has held it in 8 quarters since.
Janiczek Wealth Management's Healthcare Realty position peaked at $22.7K in Q4 2023.
392 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.