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Coldstream Capital Management’s Healthcare Realty HR Stock Holding History

Coldstream Capital Management’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 		$267K Sell
13,227
-3,518
-21% -$68.3K ﹤0.01% 1017
2026
Q1 		$284K Sell
16,745
-1,427
-8% -$25K ﹤0.01% 965
2025
Q4 		$308K Sell
18,172
-2,646
-13% -$47.1K ﹤0.01% 891
2025
Q3 		$375K Buy
20,818
+9,928
+91% +$168K 0.01% 845
2025
Q2 		$173K Buy
10,890
+2,255
+26% +$34.3K ﹤0.01% 1079
2025
Q1 		$146K Buy
+8,635
New +$143K ﹤0.01% 1163
2017
Q1 		– Sell
-14,318
Closed -$417K – 261
2016
Q4 		$417K Buy
+14,318
New +$421K 0.07% 171
2016
Q3 		– Sell
-15,990
Closed -$529K – 127
2016
Q2 		$517K Hold
15,990
– – 0.09% 158
2016
Q1 		$470K Buy
+15,990
New +$443K 0.09% 123

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

Coldstream Capital Management's HR Position: Q2 2026 in Review

Coldstream Capital Management reduced its Healthcare Realty (HR) stake by 21% in Q2 2026, selling an estimated $68.3K and leaving 13,227 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Coldstream Capital Management first reported a position in HR in Q1 2016 and has held it in 9 quarters since. The position peaked at $517K in Q2 2016. 462 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Coldstream Capital Management held 13,227 shares of Healthcare Realty worth $267K as of Q2 2026.
  • Coldstream Capital Management sold 3,518 Healthcare Realty shares in Q2 2026, an estimated $68.3K.
  • Healthcare Realty made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1017 holding.
  • Coldstream Capital Management first reported a position in Healthcare Realty in Q1 2016 and has held it in 9 quarters since.
  • Coldstream Capital Management's Healthcare Realty position peaked at $517K in Q2 2016.
  • 462 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.