JAM
HR

JLP Asset Management’s Healthcare Realty Trust Incorporated 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
2021
Q1 		– Sell
-18,640
Closed -$552K – 34
2020
Q4 		$552K Sell
18,640
-14,370
-44% -$432K 0.36% 32
2020
Q3 		$994K Sell
33,010
-23,500
-42% -$676K 0.86% 22
2020
Q2 		$1.66M Buy
+56,510
New +$1.69M 1.32% 19

Other funds holding HR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

JLP Asset Management's HR Position: Q1 2021 in Review

JLP Asset Management sold out of Healthcare Realty Trust Incorporated (HR) in Q1 2021, closing a stake of 18,640 shares — an estimated $552K sold.

JLP Asset Management first reported a position in HR in Q2 2020 and held it in 3 quarters. The position peaked at $1.66M in Q2 2020. 292 funds tracked by Wall St. Rank hold HR as of Q1 2021.

  • JLP Asset Management reported no remaining Healthcare Realty Trust Incorporated position as of Q1 2021 after selling out during the quarter.
  • JLP Asset Management sold 18,640 Healthcare Realty Trust Incorporated shares in Q1 2021, an estimated $552K.
  • JLP Asset Management first reported a position in Healthcare Realty Trust Incorporated in Q2 2020 and held it in 3 quarters.
  • JLP Asset Management's Healthcare Realty Trust Incorporated position peaked at $1.66M in Q2 2020.
  • 292 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q1 2021.

Based on JLP Asset Management's 13F filing for Q1 2021, filed 6 May 2021.