JWM
HR

Janiczek Wealth Management’s Healthcare Realty Trust Incorporated 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
2022
Q2 		– Sell
-9
Closed – – 1111
2022
Q1 		$0 Sell
9
-323
-97% -$9.52K ﹤0.01% 1119
2021
Q4 		$11K Hold
332
– – ﹤0.01% 587
2021
Q3 		$10K Hold
332
– – ﹤0.01% 575
2021
Q2 		$10K Hold
332
– – ﹤0.01% 564
2021
Q1 		$10K Sell
332
-138
-29% -$4.15K ﹤0.01% 543
2020
Q4 		$14K Buy
+470
New +$14.1K 0.01% 414

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Janiczek Wealth Management's HR Position: Q2 2022 in Review

Janiczek Wealth Management sold out of Healthcare Realty Trust Incorporated (HR) in Q2 2022, closing a stake of 9 shares.

Janiczek Wealth Management first reported a position in HR in Q4 2020 and held it in 6 quarters. The position peaked at $14K in Q4 2020. 276 funds tracked by Wall St. Rank hold HR as of Q2 2022.

  • Janiczek Wealth Management reported no remaining Healthcare Realty Trust Incorporated position as of Q2 2022 after selling out during the quarter.
  • Janiczek Wealth Management sold 9 Healthcare Realty Trust Incorporated shares in Q2 2022.
  • Janiczek Wealth Management first reported a position in Healthcare Realty Trust Incorporated in Q4 2020 and held it in 6 quarters.
  • Janiczek Wealth Management's Healthcare Realty Trust Incorporated position peaked at $14K in Q4 2020.
  • 276 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q2 2022.

Based on Janiczek Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.