Fortis Advisors’s Healthcare Realty HR Stock Holding History

Fortis 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 Q1	–	Sell	-31,890	Closed	-$541K	–	122
2025 Q4	$541K	Buy	31,890 +425	+1%	+$7.56K	0.29%	58
2025 Q3	$567K	Buy	31,465 +433	+1%	+$7.32K	0.32%	54
2025 Q2	$492K	Sell	31,032 -4,641	-13%	-$70.6K	0.32%	60
2025 Q1	$603K	Buy	35,673 +4,975	+16%	+$82.7K	0.39%	49
2024 Q4	$520K	Buy	30,698 +498	+2%	+$8.76K	0.34%	55
2024 Q3	$548K	Buy	30,200 +11,428	+61%	+$203K	0.36%	51
2024 Q2	$309K	Buy	18,772 +363	+2%	+$5.55K	0.22%	74
2024 Q1	$260K	Buy	+18,409	New	+$278K	0.17%	81

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

Fortis Advisors's HR Position: Q1 2026 in Review

Fortis Advisors sold out of Healthcare Realty (HR) in Q1 2026, closing a stake of 31,890 shares — an estimated $541K sold.

Fortis Advisors first reported a position in HR in Q1 2024 and held it in 8 quarters. The position peaked at $603K in Q1 2025. 448 funds tracked by Wall St. Rank hold HR as of Q1 2026.

Fortis Advisors reported no remaining Healthcare Realty position as of Q1 2026 after selling out during the quarter.
Fortis Advisors sold 31,890 Healthcare Realty shares in Q1 2026, an estimated $541K.
Fortis Advisors first reported a position in Healthcare Realty in Q1 2024 and held it in 8 quarters.
Fortis Advisors's Healthcare Realty position peaked at $603K in Q1 2025.
448 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.