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Capital Advisors Ltd’s Healthcare Realty HR Stock Holding History

Capital Advisors Ltd’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 		$1K Hold
35
– – ﹤0.01% 1240
2026
Q1 		$1K Hold
35
– – ﹤0.01% 1227
2025
Q4 		$1K Hold
35
– – ﹤0.01% 1206
2025
Q3 		$1K Hold
35
– – ﹤0.01% 1206
2025
Q2 		$1K Hold
35
– – ﹤0.01% 1199
2025
Q1 		$1K Hold
35
– – ﹤0.01% 1191
2024
Q4 		$1K Hold
35
– – ﹤0.01% 1218
2024
Q3 		$1K Hold
35
– – ﹤0.01% 1216
2024
Q2 		$1K Buy
35
+7
+25% +$107 ﹤0.01% 1207
2024
Q1 		$0 Sell
28
-368
-93% -$5.55K ﹤0.01% 1444
2023
Q4 		$7K Buy
+396
New +$6.05K ﹤0.01% 754

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

Capital Advisors Ltd's HR Position: Q2 2026 in Review

Capital Advisors Ltd held its Healthcare Realty (HR) position steady in Q2 2026 at 35 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Capital Advisors Ltd first reported a position in HR in Q4 2023 and has held it in 11 quarters since. The position peaked at $7K in Q4 2023. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Capital Advisors Ltd held 35 shares of Healthcare Realty worth $1K as of Q2 2026.
  • Capital Advisors Ltd left its Healthcare Realty share count unchanged in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1240 holding.
  • Capital Advisors Ltd first reported a position in Healthcare Realty in Q4 2023 and has held it in 11 quarters since.
  • Capital Advisors Ltd's Healthcare Realty position peaked at $7K in Q4 2023.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.