JP Morgan Chase
HR

JP Morgan Chase’s Healthcare Realty Trust Incorporated HR Stock Holding History

JP Morgan Chase’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
Q3 		– Sell
-1,719,855
Closed -$46.8M – 7215
2022
Q2 		$46.8M Buy
1,719,855
+96,814
+6% +$2.71M 0.01% 1079
2022
Q1 		$44.6M Sell
1,623,041
-54,876
-3% -$1.62M 0.01% 1224
2021
Q4 		$53.1M Sell
1,677,917
-1,230,000
-42% -$39.4M 0.01% 1181
2021
Q3 		$86.6M Sell
2,907,917
-264,102
-8% -$8.09M 0.01% 931
2021
Q2 		$95.8M Sell
3,172,019
-1,157,144
-27% -$36M 0.01% 917
2021
Q1 		$131M Buy
4,329,163
+560,677
+15% +$16.9M 0.02% 735
2020
Q4 		$112M Buy
3,768,486
+2,897,042
+332% +$87.1M 0.02% 741
2020
Q3 		$25.8M Buy
871,444
+82,583
+10% +$2.38M ﹤0.01% 1331
2020
Q2 		$23.1M Sell
788,861
-89,638
-10% -$2.68M ﹤0.01% 1281
2020
Q1 		$24.5M Sell
878,499
-228,261
-21% -$7.75M 0.01% 1129
2019
Q4 		$36.9M Buy
1,106,760
+594,112
+116% +$19.7M 0.01% 1133
2019
Q3 		$17.2M Buy
512,648
+234,562
+84% +$7.68M ﹤0.01% 1713
2019
Q2 		$8.68M Buy
278,086
+44,249
+19% +$1.4M ﹤0.01% 2213
2019
Q1 		$7.51M Sell
233,837
-2,766
-1% -$86.8K ﹤0.01% 2271
2018
Q4 		$6.73M Sell
236,603
-464,441
-66% -$13.5M ﹤0.01% 2334
2018
Q3 		$20.5M Buy
701,044
+90,925
+15% +$2.71M ﹤0.01% 1639
2018
Q2 		$17.7M Sell
610,119
-8,475
-1% -$233K ﹤0.01% 1694
2018
Q1 		$17.1M Buy
618,594
+21,618
+4% +$617K ﹤0.01% 1622
2017
Q4 		$19.2M Sell
596,976
-28,121
-4% -$913K ﹤0.01% 1599
2017
Q3 		$20.3M Sell
625,097
-568,717
-48% -$18.8M ﹤0.01% 1484
2017
Q2 		$40.8M Sell
1,193,814
-301,583
-20% -$10.1M 0.01% 1017
2017
Q1 		$48.6M Sell
1,495,397
-58,768
-4% -$1.82M 0.01% 955
2016
Q4 		$47.1M Buy
1,554,165
+899,161
+137% +$27.4M 0.01% 929
2016
Q3 		$22.3M Buy
655,004
+39,216
+6% +$1.38M 0.01% 1302
2016
Q2 		$21.5M Buy
615,788
+595,265
+2,900% +$18.9M 0.01% 1340
2016
Q1 		$635K Sell
20,523
-59,595
-74% -$1.73M ﹤0.01% 3261
2015
Q4 		$2.27M Sell
80,118
-3,911,671
-98% -$104M ﹤0.01% 2696
2015
Q3 		$99.2M Sell
3,991,789
-685,416
-15% -$16.3M 0.03% 546
2015
Q2 		$109M Sell
4,677,205
-799,222
-15% -$20M 0.03% 578
2015
Q1 		$152M Buy
5,476,427
+1,411,815
+35% +$40.2M 0.03% 497
2014
Q4 		$111M Buy
4,064,612
+401,849
+11% +$10.5M 0.03% 600
2014
Q3 		$86.7M Sell
3,662,763
-710,582
-16% -$17.6M 0.02% 677
2014
Q2 		$111M Buy
4,373,345
+2,092,081
+92% +$52.2M 0.03% 537
2014
Q1 		$55.1M Buy
2,281,264
+186,042
+9% +$4.27M 0.02% 758
2013
Q4 		$44.6M Sell
2,095,222
-146,327
-7% -$3.32M 0.01% 873
2013
Q3 		$51.8M Sell
2,241,549
-390,454
-15% -$9.5M 0.02% 775
2013
Q2 		$67.1M Buy
+2,632,003
New +$73.5M 0.02% 651

Other funds holding HR

CWM
CIBC World Markets New York $20.8B AUM
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
RIM
Redpoint Investment Management Sydney, NSW, Australia $684M AUM 13.14% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JP Morgan Chase's HR Position: Q3 2022 in Review

JP Morgan Chase sold out of Healthcare Realty Trust Incorporated (HR) in Q3 2022, closing a stake of 1,719,855 shares — an estimated $46.8M sold.

JP Morgan Chase first reported a position in HR in Q2 2013 and held it in 37 quarters. The position peaked at $152M in Q1 2015. 7 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • JP Morgan Chase reported no remaining Healthcare Realty Trust Incorporated position as of Q3 2022 after selling out during the quarter.
  • JP Morgan Chase sold 1,719,855 Healthcare Realty Trust Incorporated shares in Q3 2022, an estimated $46.8M.
  • JP Morgan Chase first reported a position in Healthcare Realty Trust Incorporated in Q2 2013 and held it in 37 quarters.
  • JP Morgan Chase's Healthcare Realty Trust Incorporated position peaked at $152M in Q1 2015.
  • 7 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2022.

Based on JP Morgan Chase's 13F filing for Q3 2022, filed 14 Nov 2022.