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Wipfli Financial Advisors’s Healthcare Realty HR Stock Holding History

Wipfli Financial 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
Q3 		$26K Buy
+1,264
New +$32.1K ﹤0.01% 1440

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wipfli Financial Advisors's HR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Healthcare Realty (HR) in Q3 2022: 1,264 shares worth $26K. The stake represents ﹤0.01% of the portfolio and ranks #1440 among its holdings.

393 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Wipfli Financial Advisors held 1,264 shares of Healthcare Realty worth $26K as of Q3 2022.
  • Healthcare Realty was a new Wipfli Financial Advisors position in Q3 2022.
  • Healthcare Realty made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1440 holding.
  • 393 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.