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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return