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World Investment Advisors’s Healthcare Realty HR Stock Holding History

World Investment 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
Q2 		$397K Sell
23,174
-401
-2% -$7.79K 0.01% 1057
2026
Q1 		$401K Buy
23,575
+326
+1% +$5.72K 0.01% 1094
2025
Q4 		$394K Buy
23,249
+7,659
+49% +$136K 0.01% 1052
2025
Q3 		$281K Sell
15,590
-840
-5% -$14.2K 0.01% 1015
2025
Q2 		$261K Buy
16,430
+468
+3% +$7.12K 0.01% 979
2025
Q1 		$270K Buy
15,962
+3,787
+31% +$62.9K 0.01% 907
2024
Q4 		$206K Buy
+12,175
New +$214K 0.01% 961

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

World Investment Advisors's HR Position: Q2 2026 in Review

World Investment Advisors reduced its Healthcare Realty (HR) stake by 1.7% in Q2 2026, selling an estimated $7.79K and leaving 23,174 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #1057.

World Investment Advisors first reported a position in HR in Q4 2024 and has held it in 7 quarters since. The position peaked at $401K in Q1 2026. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • World Investment Advisors held 23,174 shares of Healthcare Realty worth $397K as of Q2 2026.
  • World Investment Advisors sold 401 Healthcare Realty shares in Q2 2026, an estimated $7.79K.
  • Healthcare Realty made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1057 holding.
  • World Investment Advisors first reported a position in Healthcare Realty in Q4 2024 and has held it in 7 quarters since.
  • World Investment Advisors's Healthcare Realty position peaked at $401K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.