CFO
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CVA Family Office’s Healthcare Realty HR Stock Holding History

CVA Family Office’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 		$3.09K Hold
153
– – ﹤0.01% 1421
2026
Q1 		$2.6K Buy
+153
New +$2.68K ﹤0.01% 1452
2021
Q4 		– Sell
-705
Closed -$18K – 909
2021
Q3 		$18K Hold
705
– – 0.01% 268
2021
Q2 		$19K Hold
705
– – 0.01% 537
2021
Q1 		$19K Hold
705
– – 0.01% 427
2020
Q4 		$19K Hold
705
– – 0.01% 266
2020
Q3 		$18K Buy
+705
New +$18.5K 0.01% 268

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

CVA Family Office's HR Position: Q2 2026 in Review

CVA Family Office held its Healthcare Realty (HR) position steady in Q2 2026 at 153 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

CVA Family Office first reported a position in HR in Q3 2020 and has held it in 7 quarters since. The position peaked at $19K in Q2 2021. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • CVA Family Office held 153 shares of Healthcare Realty worth $3.09K as of Q2 2026.
  • CVA Family Office left its Healthcare Realty share count unchanged in Q2 2026.
  • Healthcare Realty made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1421 holding.
  • CVA Family Office first reported a position in Healthcare Realty in Q3 2020 and has held it in 7 quarters since.
  • CVA Family Office's Healthcare Realty position peaked at $19K in Q2 2021.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.