Optima Capital’s Healthcare Realty HR Stock Holding History

Optima Capital’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	-1,185	Closed	-$20.1K	–	668
2025 Q4	$20.1K	Buy	+1,185	New	+$21.1K	0.01%	422

Other funds holding HR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Optima Capital's HR Position: Q1 2026 in Review

Optima Capital sold out of Healthcare Realty (HR) in Q1 2026, closing a stake of 1,185 shares — an estimated $20.1K sold.

Optima Capital first reported a position in HR in Q4 2025 and held it in 1 quarter. The position peaked at $20.1K in Q4 2025. 445 funds tracked by Wall St. Rank hold HR as of Q1 2026.

Optima Capital reported no remaining Healthcare Realty position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 1,185 Healthcare Realty shares in Q1 2026, an estimated $20.1K.
Optima Capital first reported a position in Healthcare Realty in Q4 2025 and held it in 1 quarter.
Optima Capital's Healthcare Realty position peaked at $20.1K in Q4 2025.
445 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.