Colonial Trust Advisors’s Healthcare Realty HR Stock Holding History

Colonial Trust 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	$8.07K	Hold	400	–	–	﹤0.01%	604
2026 Q1	$6.8K	Hold	400	–	–	﹤0.01%	578
2025 Q4	$6.78K	Sell	400 -65	-14%	-$1.16K	﹤0.01%	555
2025 Q3	$8.38K	Hold	465	–	–	﹤0.01%	517
2025 Q2	$7.38K	Hold	465	–	–	﹤0.01%	551
2025 Q1	$7.86K	Hold	465	–	–	﹤0.01%	523
2024 Q4	$7.88K	Hold	465	–	–	﹤0.01%	511
2024 Q3	$8.44K	Hold	465	–	–	﹤0.01%	555
2024 Q2	$7.66K	Hold	465	–	–	﹤0.01%	555
2024 Q1	$6.58K	Sell	465 -200	-30%	-$3.02K	﹤0.01%	664
2023 Q4	$11.5K	Hold	665	–	–	﹤0.01%	492
2023 Q3	$10.2K	Hold	665	–	–	﹤0.01%	513
2023 Q2	$12.5K	Hold	665	–	–	﹤0.01%	497
2023 Q1	$12.9K	Hold	665	–	–	﹤0.01%	479
2022 Q4	$12.8K	Buy	+665	New	+$13.1K	﹤0.01%	476

Other funds holding HR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Colonial Trust Advisors's HR Position: Q2 2026 in Review

Colonial Trust Advisors held its Healthcare Realty (HR) position steady in Q2 2026 at 400 shares worth $8.07K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Colonial Trust Advisors first reported a position in HR in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.9K in Q1 2023. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

Colonial Trust Advisors held 400 shares of Healthcare Realty worth $8.07K as of Q2 2026.
Colonial Trust Advisors left its Healthcare Realty share count unchanged in Q2 2026.
Healthcare Realty made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #604 holding.
Colonial Trust Advisors first reported a position in Healthcare Realty in Q4 2022 and has held it in 15 quarters since.
Colonial Trust Advisors's Healthcare Realty position peaked at $12.9K in Q1 2023.
458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.