AT
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Avalon Trust’s Healthcare Realty HR Stock Holding History

Avalon Trust’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
2026
Q2 		$73.6K Hold
3,650
– – ﹤0.01% 243
2026
Q1 		$62K Hold
3,650
– – ﹤0.01% 264
2025
Q4 		$61.9K Hold
3,650
– – ﹤0.01% 251
2025
Q3 		$65.8K Buy
+3,650
New +$61.7K ﹤0.01% 280
2025
Q2 		– Sell
-3,139
Closed -$53K – 426
2025
Q1 		$53K Buy
+3,139
New +$52.2K ﹤0.01% 248

Other funds holding HR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Avalon Trust's HR Position: Q2 2026 in Review

Avalon Trust held its Healthcare Realty (HR) position steady in Q2 2026 at 3,650 shares worth $73.6K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Avalon Trust first reported a position in HR in Q1 2025 and has held it in 5 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Avalon Trust held 3,650 shares of Healthcare Realty worth $73.6K as of Q2 2026.
  • Avalon Trust left its Healthcare Realty share count unchanged in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #243 holding.
  • Avalon Trust first reported a position in Healthcare Realty in Q1 2025 and has held it in 5 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.