ECM
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Evergreen Capital Management’s Healthcare Realty HR Stock Holding History

Evergreen 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 		– Sell
-12,648
Closed -$214K – 1564
2025
Q4 		$214K Sell
12,648
-7,799
-38% -$139K ﹤0.01% 1270
2025
Q3 		$369K Buy
20,447
+9,383
+85% +$159K 0.01% 825
2025
Q2 		$175K Sell
11,064
-5,791
-34% -$88.1K 0.01% 1061
2025
Q1 		$285K Sell
16,855
-2,302
-12% -$38.3K 0.01% 776
2024
Q4 		$325K Buy
19,157
+1,118
+6% +$19.7K 0.01% 692
2024
Q3 		$327K Buy
18,039
+393
+2% +$6.97K 0.01% 670
2024
Q2 		$291K Buy
+17,646
New +$270K 0.01% 673
2024
Q1 		– Sell
-29,592
Closed -$510K – 898
2023
Q4 		$510K Buy
+29,592
New +$452K 0.02% 420

Other funds holding HR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Evergreen Capital Management sold out of Healthcare Realty (HR) in Q1 2026, closing a stake of 12,648 shares — an estimated $214K sold.

Evergreen Capital Management first reported a position in HR in Q4 2023 and held it in 8 quarters. The position peaked at $510K in Q4 2023. 442 funds tracked by Wall St. Rank hold HR as of Q1 2026.

  • Evergreen Capital Management reported no remaining Healthcare Realty position as of Q1 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 12,648 Healthcare Realty shares in Q1 2026, an estimated $214K.
  • Evergreen Capital Management first reported a position in Healthcare Realty in Q4 2023 and held it in 8 quarters.
  • Evergreen Capital Management's Healthcare Realty position peaked at $510K in Q4 2023.
  • 442 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.