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Capital Investment Advisors, LLC → HR
Capital Investment Advisors, LLC HR Position History
Healthcare Realty Trust Incorporated • Real Estate
Quarters held
5
Latest value
$13.5M
Q3 2026
Peak value
$14.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $11.4M |
| Q1 2026 | $12M |
| Q1 2026 | $12M |
| Q2 2026 | $14.8M |
| Q3 2026 | $13.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.5M | 762.1K | — | — |
| Q2 2026 | $14.8M | 735.1K | — | — |
| Q1 2026 | $12M | 706.3K | — | — |
| Q1 2026 | $12M | 706.3K | — | — |
| Q4 2025 | $11.4M | 669.7K | — | — |
Other funds holding HR
$342.1M
$339.2M
$337.7M
$337.7M
$306M
$290M