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Shelton Capital Management’s Healthcare Realty HR Stock Holding History

Shelton 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
Q2 		$230K Sell
11,398
-729
-6% -$14.2K ﹤0.01% 643
2026
Q1 		$206K Hold
12,127
– – ﹤0.01% 668
2025
Q4 		$206K Hold
12,127
– – ﹤0.01% 664
2025
Q3 		$219K Sell
12,127
-569
-4% -$9.62K ﹤0.01% 653
2025
Q2 		$201K Sell
12,696
-431
-3% -$6.55K ﹤0.01% 675
2025
Q1 		$222K Sell
13,127
-575
-4% -$9.55K 0.01% 621
2024
Q4 		$232K Sell
13,702
-1,449
-10% -$25.5K 0.01% 622
2024
Q3 		$275K Hold
15,151
– – 0.01% 544
2024
Q2 		$250K Sell
15,151
-1,065
-7% -$16.3K 0.01% 575
2024
Q1 		$229K Hold
16,216
– – 0.01% 659
2023
Q4 		$279K Sell
16,216
-1,455
-8% -$22.2K 0.01% 536
2023
Q3 		$270K Sell
17,671
-1,091
-6% -$19.4K 0.01% 521
2023
Q2 		$354K Sell
18,762
-552
-3% -$10.7K 0.01% 418
2023
Q1 		$373K Hold
19,314
– – 0.02% 379
2022
Q4 		$372K Sell
19,314
-673
-3% -$13.2K 0.04% 353
2022
Q3 		$417K Buy
+19,987
New +$508K 0.02% 342
2018
Q1 		– Sell
-6,706
Closed -$201K – 862
2017
Q4 		$201K Buy
+6,706
New +$203K 0.01% 818

Other funds holding HR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
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
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Shelton Capital Management's HR Position: Q2 2026 in Review

Shelton Capital Management reduced its Healthcare Realty (HR) stake by 6% in Q2 2026, selling an estimated $14.2K and leaving 11,398 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Shelton Capital Management first reported a position in HR in Q4 2017 and has held it in 17 quarters since. The position peaked at $417K in Q3 2022. 459 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Shelton Capital Management held 11,398 shares of Healthcare Realty worth $230K as of Q2 2026.
  • Shelton Capital Management sold 729 Healthcare Realty shares in Q2 2026, an estimated $14.2K.
  • Healthcare Realty made up ﹤0.01% of Shelton Capital Management's portfolio in Q2 2026, its #643 holding.
  • Shelton Capital Management first reported a position in Healthcare Realty in Q4 2017 and has held it in 17 quarters since.
  • Shelton Capital Management's Healthcare Realty position peaked at $417K in Q3 2022.
  • 459 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.