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
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 $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Aviso Financial's HR Position: Q1 2026 in Review

Aviso Financial held its Healthcare Realty (HR) position steady in Q1 2026 at 640 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Aviso Financial first reported a position in HR in Q2 2024 and has held it in 8 quarters since. The position peaked at $11.6K in Q3 2024. 445 funds tracked by Wall St. Rank hold HR as of Q1 2026.

  • Aviso Financial held 640 shares of Healthcare Realty worth $10.9K as of Q1 2026.
  • Aviso Financial left its Healthcare Realty share count unchanged in Q1 2026.
  • Healthcare Realty made up ﹤0.01% of Aviso Financial's portfolio in Q1 2026, its #278 holding.
  • Aviso Financial first reported a position in Healthcare Realty in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's Healthcare Realty position peaked at $11.6K in Q3 2024.
  • 445 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.