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

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

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. 84 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.
  • 84 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.