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Capital Investment Advisors’s Healthcare Realty HR Stock Holding History

Capital Investment Advisors’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 		$14.8M Buy
735,149
+28,847
+4% +$560K 0.2% 101
2026
Q1 		$12M Buy
706,302
+36,595
+5% +$642K 0.18% 106
2025
Q4 		$11.4M Buy
669,707
+36,961
+6% +$658K 0.17% 109
2025
Q3 		$11.4M Buy
632,746
+35,051
+6% +$593K 0.19% 103
2025
Q2 		$9.48M Buy
597,695
+41,402
+7% +$630K 0.17% 111
2025
Q1 		$9.4M Buy
556,293
+86,970
+19% +$1.45M 0.18% 108
2024
Q4 		$7.96M Buy
469,323
+111,125
+31% +$1.95M 0.16% 116
2024
Q3 		$6.5M Buy
358,198
+27,439
+8% +$486K 0.13% 127
2024
Q2 		$5.45M Buy
330,759
+2,534
+0.8% +$38.8K 0.12% 130
2024
Q1 		$4.64M Buy
+328,225
New +$4.95M 0.11% 135

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 Investment Advisors's HR Position: Q2 2026 in Review

Capital Investment Advisors increased its Healthcare Realty (HR) stake by 4.1% in Q2 2026, buying an estimated $560K and bringing the position to 735,149 shares worth $14.8M. The position accounts for 0.2% of the portfolio, ranked #101.

Capital Investment Advisors first reported a position in HR in Q1 2024 and has held it in 10 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Capital Investment Advisors held 735,149 shares of Healthcare Realty worth $14.8M as of Q2 2026.
  • Capital Investment Advisors bought 28,847 Healthcare Realty shares in Q2 2026, an estimated $560K.
  • Healthcare Realty made up 0.2% of Capital Investment Advisors's portfolio in Q2 2026, its #101 holding.
  • Capital Investment Advisors first reported a position in Healthcare Realty in Q1 2024 and has held it in 10 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.