AF
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Aviso Financial’s Healthcare Realty HR Stock Holding History

Aviso Financial’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 		– Sell
-640
Closed -$10.9K – 309
2026
Q1 		$10.9K Hold
640
– – ﹤0.01% 278
2025
Q4 		$10.8K Hold
640
– – ﹤0.01% 279
2025
Q3 		$11.5K Hold
640
– – ﹤0.01% 284
2025
Q2 		$10.2K Hold
640
– – ﹤0.01% 286
2025
Q1 		$10.8K Hold
640
– – ﹤0.01% 289
2024
Q4 		$10.8K Hold
640
– – ﹤0.01% 304
2024
Q3 		$11.6K Hold
640
– – ﹤0.01% 306
2024
Q2 		$10.5K Buy
+640
New +$9.79K ﹤0.01% 288

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

Aviso Financial's HR Position: Q2 2026 in Review

Aviso Financial sold out of Healthcare Realty (HR) in Q2 2026, closing a stake of 640 shares — an estimated $10.9K sold.

Aviso Financial first reported a position in HR in Q2 2024 and held it in 8 quarters. The position peaked at $11.6K in Q3 2024. 460 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Aviso Financial reported no remaining Healthcare Realty position as of Q2 2026 after selling out during the quarter.
  • Aviso Financial sold 640 Healthcare Realty shares in Q2 2026, an estimated $10.9K.
  • Aviso Financial first reported a position in Healthcare Realty in Q2 2024 and held it in 8 quarters.
  • Aviso Financial's Healthcare Realty position peaked at $11.6K in Q3 2024.
  • 460 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.