Morse Asset Management’s Healthcare Realty HR Stock Holding History

Morse 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
2022 Q3	–	Sell	-11,350	Closed	-$317K	–	133
2022 Q2	$317K	Sell	11,350 -4,000	-26%	-$119K	0.1%	124
2022 Q1	$481K	Buy	15,350 +4,050	+36%	+$128K	0.12%	124
2021 Q4	$377K	Buy	11,300 +3,500	+45%	+$117K	0.08%	139
2021 Q3	$231K	Buy	+7,800	New	+$227K	0.06%	149

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morse Asset Management's HR Position: Q3 2022 in Review

Morse Asset Management sold out of Healthcare Realty (HR) in Q3 2022, closing a stake of 11,350 shares — an estimated $317K sold.

Morse Asset Management first reported a position in HR in Q3 2021 and held it in 4 quarters. The position peaked at $481K in Q1 2022. 393 funds tracked by Wall St. Rank hold HR as of Q3 2022.

Morse Asset Management reported no remaining Healthcare Realty position as of Q3 2022 after selling out during the quarter.
Morse Asset Management sold 11,350 Healthcare Realty shares in Q3 2022, an estimated $317K.
Morse Asset Management first reported a position in Healthcare Realty in Q3 2021 and held it in 4 quarters.
Morse Asset Management's Healthcare Realty position peaked at $481K in Q1 2022.
393 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2022.

Based on Morse Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.