CIAS
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Capital Investment Advisory Services’s Healthcare Realty HR Stock Holding History

Capital Investment Advisory Services’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 		$223K Sell
11,039
-540
-5% -$10.5K 0.01% 674
2026
Q1 		$197K Buy
11,579
+544
+5% +$9.54K 0.01% 630
2025
Q4 		$187K Buy
11,035
+2
+0% +$36 0.01% 615
2025
Q3 		$199K Buy
11,033
+252
+2% +$4.26K 0.02% 584
2025
Q2 		$171K Hold
10,781
– – 0.01% 581
2025
Q1 		$182K Hold
10,781
– – 0.02% 548
2024
Q4 		$183K Buy
10,781
+431
+4% +$7.58K 0.02% 500
2024
Q3 		$188K Sell
10,350
-409
-4% -$7.25K 0.02% 512
2024
Q2 		$177K Hold
10,759
– – 0.02% 505
2024
Q1 		$152K Hold
10,759
– – 0.02% 517
2023
Q4 		$185K Buy
10,759
+439
+4% +$6.7K 0.02% 495
2023
Q3 		$158K Hold
10,320
– – 0.02% 502
2023
Q2 		$195K Hold
10,320
– – 0.02% 465
2023
Q1 		$199K Sell
10,320
-478
-4% -$9.63K 0.02% 457
2022
Q4 		$208K Buy
10,798
+621
+6% +$12.2K 0.02% 455
2022
Q3 		$212K Sell
10,177
-1,279
-11% -$32.5K 0.03% 421
2022
Q2 		$320K Hold
11,456
– – 0.04% 349
2022
Q1 		$359K Buy
+11,456
New +$361K 0.04% 351
2019
Q4 		– Sell
-3,833
Closed -$113K – 873
2019
Q3 		$113K Buy
3,833
+820
+27% +$22.9K 0.03% 362
2019
Q2 		$82K Buy
3,013
+735
+32% +$20.7K 0.02% 432
2019
Q1 		$65K Sell
2,278
-375
-14% -$10.4K 0.02% 430
2018
Q4 		$67K Buy
+2,653
New +$70.3K 0.03% 392

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 $3.38T AUM 44.17% 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 Advisory Services's HR Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Healthcare Realty (HR) stake by 4.7% in Q2 2026, selling an estimated $10.5K and leaving 11,039 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #674.

Capital Investment Advisory Services first reported a position in HR in Q4 2018 and has held it in 22 quarters since. The position peaked at $359K in Q1 2022. 462 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Capital Investment Advisory Services held 11,039 shares of Healthcare Realty worth $223K as of Q2 2026.
  • Capital Investment Advisory Services sold 540 Healthcare Realty shares in Q2 2026, an estimated $10.5K.
  • Healthcare Realty made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #674 holding.
  • Capital Investment Advisory Services first reported a position in Healthcare Realty in Q4 2018 and has held it in 22 quarters since.
  • Capital Investment Advisory Services's Healthcare Realty position peaked at $359K in Q1 2022.
  • 462 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

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