CCM
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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
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 $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 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 $654B AUM 26.35% 1-Year Est. Return

Coldstream Capital Management's HR Position: Q1 2026 in Review

Coldstream Capital Management reduced its Healthcare Realty (HR) stake by 7.9% in Q1 2026, selling an estimated $25K and leaving 16,745 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Coldstream Capital Management first reported a position in HR in Q1 2016 and has held it in 8 quarters since. The position peaked at $517K in Q2 2016. 446 funds tracked by Wall St. Rank hold HR as of Q1 2026.

  • Coldstream Capital Management held 16,745 shares of Healthcare Realty worth $284K as of Q1 2026.
  • Coldstream Capital Management sold 1,427 Healthcare Realty shares in Q1 2026, an estimated $25K.
  • Healthcare Realty made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #965 holding.
  • Coldstream Capital Management first reported a position in Healthcare Realty in Q1 2016 and has held it in 8 quarters since.
  • Coldstream Capital Management's Healthcare Realty position peaked at $517K in Q2 2016.
  • 446 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.