Position in HR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,666,152
+$2,012,761 QoQ
Shares Held
280,920
+30.6% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#98
of 456 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Derivatives in HR
reported options exposure · as of Dec 31, 2021CallValue
$0
CallShares
298,000
PutValue
$0
PutShares
40,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026ROYAL BANK OF CANADA holds $403,142,504 across 18 REIT - Healthcare Facilities names. HR ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,139,710 | $258,679,973 | |
| 2 | VTR |
Ventas, Inc.
|
599,953 | $53,275,823 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
1,786,444 | $38,229,898 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
358,559 | $18,698,849 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
317,438 | $15,135,440 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
157,717 | $6,363,878 | |
| 7 | HR |
Healthcare Realty Trust Inc
This page
|
280,920 | $5,666,152 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
186,015 | $3,629,149 |
All Filings in HR
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,666,152 | 280,920 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,653,391 | 215,032 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,379,046 | 258,351 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $7,321,169 | 406,055 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,903,421 | 561,376 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,701,757 | 219,039 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,631,229 | 273,229 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $103,137,263 | 5,682,494 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $14,597,570 | 885,775 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $5,815,831 | 411,013 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $4,121,051 | 239,179 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,779,580 | 182,029 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,351,986 | 177,730 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,840,831 | 146,965 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,656,036 | 189,727 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,953,520 | 237,579 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 HTA | — | 215,559 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 HTA | — | 244,818 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 HTA | — | 40,000 | Put | Sole | 2022-02-14 | |
| 2021-12-31 HTA | — | 1,475,187 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 HTA | — | 298,000 | Call | Sole | 2022-02-14 | |
| 2021-09-30 HTA | — | 1,320,000 | Call | Sole | 2021-11-15 | |
| 2021-09-30 HTA | — | 1,307,230 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 HTA | — | 3,230,050 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 HTA | — | 5,100,482 | Shares | Defined | 2021-07-20 | |
| 2020-12-31 HTA | — | 5,003,192 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 HTA | — | 4,858,477 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 HTA | — | 4,504,434 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 HTA | — | 4,061,597 | Shares | Defined | 2020-06-16 | |
| No filing history on record for this holder in this stock. | ||||||