JWM
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Jeppson Wealth Management’s Healthcare Realty HR Stock Holding History

Jeppson 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
Q4 		– Sell
-13,717
Closed -$286K – 208
2022
Q3 		$286K Sell
13,717
-5,624
-29% -$143K 0.13% 143
2022
Q2 		$540K Buy
19,341
+1,376
+8% +$40.9K 0.23% 95
2022
Q1 		$563K Buy
17,965
+350
+2% +$11K 0.26% 88
2021
Q4 		$588K Sell
17,615
-6
-0% -$200 0.28% 79
2021
Q3 		$522K Buy
17,621
+1,350
+8% +$39.4K 0.27% 83
2021
Q2 		$434K Sell
16,271
-34
-0.2% -$962 0.24% 91
2021
Q1 		$449K Buy
16,305
+865
+6% +$24.2K 0.27% 85
2020
Q4 		$425K Buy
15,440
+7,265
+89% +$192K 0.28% 85
2020
Q3 		$213K Buy
+8,175
New +$215K 0.17% 108

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jeppson Wealth Management's HR Position: Q4 2022 in Review

Jeppson Wealth Management sold out of Healthcare Realty (HR) in Q4 2022, closing a stake of 13,717 shares — an estimated $286K sold.

Jeppson Wealth Management first reported a position in HR in Q3 2020 and held it in 9 quarters. The position peaked at $588K in Q4 2021. 418 funds tracked by Wall St. Rank hold HR as of Q4 2022.

  • Jeppson Wealth Management reported no remaining Healthcare Realty position as of Q4 2022 after selling out during the quarter.
  • Jeppson Wealth Management sold 13,717 Healthcare Realty shares in Q4 2022, an estimated $286K.
  • Jeppson Wealth Management first reported a position in Healthcare Realty in Q3 2020 and held it in 9 quarters.
  • Jeppson Wealth Management's Healthcare Realty position peaked at $588K in Q4 2021.
  • 418 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2022.

Based on Jeppson Wealth Management's 13F filing for Q4 2022, filed 27 Jan 2023.