JMPWA
HR icon

JP Morgan Private Wealth Advisors’s Healthcare Realty HR Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$749K Sell
49,048
-6,249
-11% -$111K ﹤0.01% 1086
2023
Q2 		$1.04M Sell
55,297
-476
-0.9% -$9.19K 0.01% 748
2023
Q1 		$1.08M Buy
55,773
+5,808
+12% +$117K ﹤0.01% 1130
2022
Q4 		$963K Buy
49,965
+3,833
+8% +$75.3K ﹤0.01% 1165
2022
Q3 		$962K Buy
46,132
+30,313
+192% +$770K ﹤0.01% 1152
2022
Q2 		$442K Sell
15,819
-7,704
-33% -$229K ﹤0.01% 1501
2022
Q1 		$737K Buy
23,523
+2,892
+14% +$91.1K ﹤0.01% 1355
2021
Q4 		$689K Buy
20,631
+387
+2% +$12.9K ﹤0.01% 1416
2021
Q3 		$600K Buy
20,244
+6,948
+52% +$203K ﹤0.01% 1426
2021
Q2 		$355K Buy
13,296
+1,024
+8% +$29K ﹤0.01% 1621
2021
Q1 		$338K Sell
12,272
-1,583
-11% -$44.3K ﹤0.01% 1474
2020
Q4 		$382K Buy
13,855
+4,816
+53% +$127K ﹤0.01% 1397
2020
Q3 		$235K Sell
9,039
-2,370
-21% -$62.2K ﹤0.01% 1466
2020
Q2 		$303K Buy
+11,409
New +$292K ﹤0.01% 1301
2018
Q3 		– Sell
-8,867
Closed -$239K – 1595
2018
Q2 		$239K Buy
+8,867
New +$226K ﹤0.01% 1293

Other funds holding HR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HR Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Healthcare Realty (HR) stake by 11% in Q3 2023, selling an estimated $111K and leaving 49,048 shares worth $749K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

JP Morgan Private Wealth Advisors first reported a position in HR in Q2 2018 and has held it in 15 quarters since. The position peaked at $1.08M in Q1 2023. 397 funds tracked by Wall St. Rank hold HR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 49,048 shares of Healthcare Realty worth $749K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 6,249 Healthcare Realty shares in Q3 2023, an estimated $111K.
  • Healthcare Realty made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1086 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Healthcare Realty in Q2 2018 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's Healthcare Realty position peaked at $1.08M in Q1 2023.
  • 397 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.