Morgan Stanley
RHE

Morgan Stanley’s Regional Health Properties, Inc. RHE Stock Holding History

Morgan Stanley’s Portfolio RHE Stock Details RHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-64
Closed -$138 – 8081
2023
Q3 		$138 Buy
+64
New +$185 ﹤0.01% 7419
2022
Q2 		– Sell
-1
Closed – – 8333
2022
Q1 		$0 Buy
+1
New +$4 ﹤0.01% 8407
2021
Q4 		– Sell
-2
Closed – – 8463
2021
Q3 		$0 Sell
2
-6,722
-100% -$60K ﹤0.01% 8284
2021
Q2 		$92K Buy
+6,724
New +$71.9K ﹤0.01% 6401
2020
Q3 		– Sell
-2,883
Closed -$4K – 6993
2020
Q2 		$4K Buy
+2,883
New +$3.71K ﹤0.01% 6370
2019
Q3 		– Sell
-1,160
Closed -$2K – 6959
2019
Q2 		$2K Hold
1,160
– – ﹤0.01% 6505
2019
Q1 		$1K Buy
+1,160
New +$1.43K ﹤0.01% 6568
2018
Q1 		– Sell
-33
Closed – – 6807
2017
Q4 		$0 Buy
33
+30
+1,000% +$157 ﹤0.01% 6768
2017
Q3 		$0 Sell
3
-39
-93% -$461 ﹤0.01% 6688
2017
Q2 		$0 Sell
42
-375
-90% -$4.62K ﹤0.01% 6722
2017
Q1 		$6K Buy
+417
New +$7.21K ﹤0.01% 6336
2016
Q4 		– Sell
-23
Closed -$1K – 6615
2016
Q3 		$1K Buy
+23
New +$600 ﹤0.01% 6462
2015
Q1 		– Sell
-98
Closed -$5K – 6740
2014
Q4 		$5K Hold
98
– – ﹤0.01% 6345
2014
Q3 		$6K Buy
98
+48
+96% +$2.72K ﹤0.01% 6307
2014
Q2 		$3K Hold
50
– – ﹤0.01% 6360
2014
Q1 		$2K Hold
50
– – ﹤0.01% 6362
2013
Q4 		$3K Buy
+50
New +$2.41K ﹤0.01% 6229

Other funds holding RHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley's RHE Position: Q4 2023 in Review

Morgan Stanley sold out of Regional Health Properties, Inc. (RHE) in Q4 2023, closing a stake of 64 shares — an estimated $138 sold.

Morgan Stanley first reported a position in RHE in Q4 2013 and held it in 17 quarters. The position peaked at $92K in Q2 2021. 7 funds tracked by Wall St. Rank hold RHE as of Q4 2023.

  • Morgan Stanley reported no remaining Regional Health Properties, Inc. position as of Q4 2023 after selling out during the quarter.
  • Morgan Stanley sold 64 Regional Health Properties, Inc. shares in Q4 2023, an estimated $138.
  • Morgan Stanley first reported a position in Regional Health Properties, Inc. in Q4 2013 and held it in 17 quarters.
  • Morgan Stanley's Regional Health Properties, Inc. position peaked at $92K in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Regional Health Properties, Inc. as of Q4 2023.

Based on Morgan Stanley's 13F filing for Q4 2023, filed 13 Feb 2024.