JWM
HR

Jeppson Wealth Management’s Healthcare Realty Trust Incorporated 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
2020
Q4 		– Sell
-200
Closed -$6K – 513
2020
Q3 		$6K Buy
+200
New +$5.75K ﹤0.01% 442

Other funds holding HR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Jeppson Wealth Management's HR Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Healthcare Realty Trust Incorporated (HR) in Q4 2020, closing a stake of 200 shares — an estimated $6K sold.

Jeppson Wealth Management first reported a position in HR in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 309 funds tracked by Wall St. Rank hold HR as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Healthcare Realty Trust Incorporated position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 200 Healthcare Realty Trust Incorporated shares in Q4 2020, an estimated $6K.
  • Jeppson Wealth Management first reported a position in Healthcare Realty Trust Incorporated in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Healthcare Realty Trust Incorporated position peaked at $6K in Q3 2020.
  • 309 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.