CX Institutional
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CX Institutional’s Healthcare Realty HR Stock Holding History

CX Institutional’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
Q3 		$359K Buy
20,236
+423
+2% +$8.34K 0.01% 562
2026
Q2 		$400K Buy
19,813
+214
+1% +$4.16K 0.01% 529
2026
Q1 		$333K Buy
19,599
+128
+0.7% +$2.24K 0.01% 576
2025
Q4 		$330K Buy
19,471
+1,695
+10% +$30.2K 0.01% 543
2025
Q3 		$321K Hold
17,776
– – 0.01% 552
2025
Q2 		$282K Hold
17,776
– – 0.01% 526
2025
Q1 		$300K Hold
17,776
– – 0.01% 480
2024
Q4 		$301K Buy
17,776
+105
+0.6% +$1.85K 0.01% 441
2024
Q3 		$321K Hold
17,671
– – 0.01% 452
2024
Q2 		$291K Hold
17,671
– – 0.01% 467
2024
Q1 		$250K Hold
17,671
– – 0.01% 496
2023
Q4 		$304K Hold
17,671
– – 0.02% 402
2023
Q3 		$270K Hold
17,671
– – 0.01% 420
2023
Q2 		$333K Hold
17,671
– – 0.02% 408
2023
Q1 		$342K Sell
17,671
-1,635
-8% -$32.9K 0.02% 396
2022
Q4 		$372K Sell
19,306
-7,626
-28% -$150K 0.02% 405
2022
Q3 		$562K Sell
26,932
-26,615
-50% -$676K 0.04% 322
2022
Q2 		$1.49M Buy
53,547
+44,332
+481% +$1.32M 0.11% 210
2022
Q1 		$289K Hold
9,215
– – 0.02% 314
2021
Q4 		$308K Hold
9,215
– – 0.02% 290
2021
Q3 		$273K Hold
9,215
– – 0.02% 328
2021
Q2 		$246K Buy
9,215
+50
+0.5% +$1.42K 0.02% 318
2021
Q1 		$253K Hold
9,165
– – 0.02% 281
2020
Q4 		$252K Sell
9,165
-1,221
-12% -$32.2K 0.02% 277
2020
Q3 		$270K Buy
10,386
+1,221
+13% +$32K 0.03% 239
2020
Q2 		$240K Hold
9,165
– – 0.03% 235
2020
Q1 		$223K Hold
9,165
– – 0.04% 225
2019
Q4 		$278K Hold
9,165
– – 0.05% 179
2019
Q3 		$269K Hold
9,165
– – 0.04% 198
2019
Q2 		$251K Sell
9,165
-5,000
-35% -$141K 0.04% 205
2019
Q1 		$405K Hold
14,165
– – 0.07% 166
2018
Q4 		$359K Buy
+14,165
New +$375K 0.08% 144

Other funds holding HR

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

CX Institutional's HR Position: Q3 2026 in Review

CX Institutional increased its Healthcare Realty (HR) stake by 2.1% in Q3 2026, buying an estimated $8.34K and bringing the position to 20,236 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #562.

CX Institutional first reported a position in HR in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.49M in Q2 2022. 75 funds tracked by Wall St. Rank hold HR as of Q3 2026.

  • CX Institutional held 20,236 shares of Healthcare Realty worth $359K as of Q3 2026.
  • CX Institutional bought 423 Healthcare Realty shares in Q3 2026, an estimated $8.34K.
  • Healthcare Realty made up 0.01% of CX Institutional's portfolio in Q3 2026, its #562 holding.
  • CX Institutional first reported a position in Healthcare Realty in Q4 2018 and has held it in 32 quarters since.
  • CX Institutional's Healthcare Realty position peaked at $1.49M in Q2 2022.
  • 75 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.