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Cape Investment Advisory’s Healthcare Realty HR Stock Holding History

Cape Investment Advisory’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 		$46.1K Buy
+2,285
New +$44.4K 0.01% 520

Other funds holding HR

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Cape Investment Advisory's HR Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Healthcare Realty (HR) in Q2 2026: 2,285 shares worth $46.1K. The stake represents 0.01% of the portfolio and ranks #520 among its holdings.

84 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Cape Investment Advisory held 2,285 shares of Healthcare Realty worth $46.1K as of Q2 2026.
  • Healthcare Realty was a new Cape Investment Advisory position in Q2 2026.
  • Healthcare Realty made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #520 holding.
  • 84 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.