CFS
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CGC Financial Services’s Healthcare Realty HR Stock Holding History

CGC Financial 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 		$10.7K Hold
530
– – ﹤0.01% 223
2026
Q1 		$9.01K Hold
530
– – ﹤0.01% 220
2025
Q4 		$8.98K Hold
530
– – ﹤0.01% 237
2025
Q3 		$9.56K Hold
530
– – ﹤0.01% 234
2025
Q2 		$8.41K Hold
530
– – ﹤0.01% 225
2025
Q1 		$8.96K Hold
530
– – ﹤0.01% 205
2024
Q4 		$8.98K Hold
530
– – ﹤0.01% 209
2024
Q3 		$9.62K Hold
530
– – ﹤0.01% 202
2024
Q2 		$8.73K Hold
530
– – ﹤0.01% 210
2024
Q1 		$7.5K Hold
530
– – ﹤0.01% 226
2023
Q4 		$9.13K Hold
530
– – ﹤0.01% 226
2023
Q3 		$8.09K Hold
530
– – 0.01% 182
2023
Q2 		$10K Buy
+530
New +$10.2K 0.01% 182

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

CGC Financial Services's HR Position: Q2 2026 in Review

CGC Financial Services held its Healthcare Realty (HR) position steady in Q2 2026 at 530 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

CGC Financial Services first reported a position in HR in Q2 2023 and has held it in 13 quarters since. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • CGC Financial Services held 530 shares of Healthcare Realty worth $10.7K as of Q2 2026.
  • CGC Financial Services left its Healthcare Realty share count unchanged in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #223 holding.
  • CGC Financial Services first reported a position in Healthcare Realty in Q2 2023 and has held it in 13 quarters since.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.