JMPWA
HR

JP Morgan Private Wealth Advisors’s Healthcare Realty Trust Incorporated 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
2022
Q2 		– Sell
-22,434
Closed -$616K – 2077
2022
Q1 		$616K Buy
22,434
+2,751
+14% +$81.1K ﹤0.01% 1443
2021
Q4 		$623K Buy
19,683
+418
+2% +$13.4K ﹤0.01% 1462
2021
Q3 		$574K Sell
19,265
-437
-2% -$13.4K ﹤0.01% 1448
2021
Q2 		$595K Buy
19,702
+708
+4% +$22K ﹤0.01% 1414
2021
Q1 		$576K Buy
18,994
+5,613
+42% +$169K ﹤0.01% 1255
2020
Q4 		$396K Sell
13,381
-2,037
-13% -$61.2K ﹤0.01% 1377
2020
Q3 		$464K Buy
+15,418
New +$444K ﹤0.01% 1193

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HR Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of Healthcare Realty Trust Incorporated (HR) in Q2 2022, closing a stake of 22,434 shares — an estimated $616K sold.

JP Morgan Private Wealth Advisors first reported a position in HR in Q3 2020 and held it in 7 quarters. The position peaked at $623K in Q4 2021. 276 funds tracked by Wall St. Rank hold HR as of Q2 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Healthcare Realty Trust Incorporated position as of Q2 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 22,434 Healthcare Realty Trust Incorporated shares in Q2 2022, an estimated $616K.
  • JP Morgan Private Wealth Advisors first reported a position in Healthcare Realty Trust Incorporated in Q3 2020 and held it in 7 quarters.
  • JP Morgan Private Wealth Advisors's Healthcare Realty Trust Incorporated position peaked at $623K in Q4 2021.
  • 276 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.