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 Q2	$400K	Buy	19,813 +214	+1%	+$4.16K	0.01%	529
2026 Q1	$333K	Buy	19,599 +128	+0.7%	+$2.25K	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

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CX Institutional's HR Position: Q2 2026 in Review

CX Institutional increased its Healthcare Realty (HR) stake by 1.1% in Q2 2026, buying an estimated $4.16K and bringing the position to 19,813 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #529.

CX Institutional first reported a position in HR in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.49M in Q2 2022. 58 funds tracked by Wall St. Rank hold HR as of Q2 2026.

CX Institutional held 19,813 shares of Healthcare Realty worth $400K as of Q2 2026.
CX Institutional bought 214 Healthcare Realty shares in Q2 2026, an estimated $4.16K.
Healthcare Realty made up 0.01% of CX Institutional's portfolio in Q2 2026, its #529 holding.
CX Institutional first reported a position in Healthcare Realty in Q4 2018 and has held it in 31 quarters since.
CX Institutional's Healthcare Realty position peaked at $1.49M in Q2 2022.
58 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.