CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Healthcare Realty HR Stock Holding History

CAPTRUST Financial 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 		$1.78M Buy
88,113
+16,963
+24% +$330K ﹤0.01% 1383
2026
Q1 		$1.21M Buy
71,150
+19,983
+39% +$350K ﹤0.01% 1497
2025
Q4 		$867K Buy
51,167
+2,044
+4% +$36.4K ﹤0.01% 1587
2025
Q3 		$886K Buy
49,123
+23,427
+91% +$396K ﹤0.01% 1496
2025
Q2 		$408K Buy
25,696
+2,488
+11% +$37.8K ﹤0.01% 1861
2025
Q1 		$392K Sell
23,208
-8,360
-26% -$139K ﹤0.01% 1788
2024
Q4 		$535K Buy
31,568
+6
+0% +$106 ﹤0.01% 1572
2024
Q3 		$573K Buy
31,562
+6,747
+27% +$120K ﹤0.01% 1492
2024
Q2 		$409K Buy
24,815
+283
+1% +$4.33K ﹤0.01% 1609
2024
Q1 		$347K Sell
24,532
-10,180
-29% -$154K ﹤0.01% 1688
2023
Q4 		$598K Sell
34,712
-2,252
-6% -$34.4K ﹤0.01% 1622
2023
Q3 		$564K Buy
36,964
+93
+0.3% +$1.65K ﹤0.01% 1574
2023
Q2 		$695K Sell
36,871
-3,375
-8% -$65.2K ﹤0.01% 1437
2023
Q1 		$778K Sell
40,246
-10,300
-20% -$208K ﹤0.01% 1162
2022
Q4 		$974K Buy
50,546
+10,380
+26% +$204K ﹤0.01% 985
2022
Q3 		$837K Buy
+40,166
New +$1.02M ﹤0.01% 1003

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

CAPTRUST Financial Advisors's HR Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Healthcare Realty (HR) stake by 24% in Q2 2026, buying an estimated $330K and bringing the position to 88,113 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

CAPTRUST Financial Advisors first reported a position in HR in Q3 2022 and has held it in 16 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • CAPTRUST Financial Advisors held 88,113 shares of Healthcare Realty worth $1.78M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 16,963 Healthcare Realty shares in Q2 2026, an estimated $330K.
  • Healthcare Realty made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1383 holding.
  • CAPTRUST Financial Advisors first reported a position in Healthcare Realty in Q3 2022 and has held it in 16 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.