JLP Asset Management’s Healthcare Realty HR Stock Holding History

JLP Asset 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
2019 Q4	–	Sell	-159,550	Closed	-$4.69M	–	32
2019 Q3	$4.69M	Sell	159,550 -5,000	-3%	-$140K	3.12%	15
2019 Q2	$4.51M	Hold	164,550	–	–	2.95%	15
2019 Q1	$4.7M	Buy	164,550 +28,410	+21%	+$790K	3.19%	14
2018 Q4	$3.45M	Buy	+136,140	New	+$3.61M	3.06%	12

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

JLP Asset Management's HR Position: Q4 2019 in Review

JLP Asset Management sold out of Healthcare Realty (HR) in Q4 2019, closing a stake of 159,550 shares — an estimated $4.69M sold.

JLP Asset Management first reported a position in HR in Q4 2018 and held it in 4 quarters. The position peaked at $4.7M in Q1 2019. 339 funds tracked by Wall St. Rank hold HR as of Q4 2019.

JLP Asset Management reported no remaining Healthcare Realty position as of Q4 2019 after selling out during the quarter.
JLP Asset Management sold 159,550 Healthcare Realty shares in Q4 2019, an estimated $4.69M.
JLP Asset Management first reported a position in Healthcare Realty in Q4 2018 and held it in 4 quarters.
JLP Asset Management's Healthcare Realty position peaked at $4.7M in Q1 2019.
339 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2019.

Based on JLP Asset Management's 13F filing for Q4 2019, filed 22 Jan 2020.