Position in HR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$229,897
+$23,860 QoQ
Shares Held
11,398
-6.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#307
of 456 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $2,303,701 across 7 REIT - Healthcare Facilities names. HR ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
3,278 | $744,007 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
9,520 | $453,913 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
5,885 | $306,902 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
7,299 | $294,514 | |
| 5 | HR |
Healthcare Realty Trust Inc
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|
11,398 | $229,897 | |
| 6 | VTR |
Ventas, Inc.
|
2,377 | $211,077 | |
| 7 | MPT |
Medical Properties Trust Inc
|
13,721 | $63,391 |
All Filings in HR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,897 | 11,398 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $206,037 | 12,127 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $205,552 | 12,127 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $218,649 | 12,127 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $201,358 | 12,696 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $221,846 | 13,127 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $232,248 | 13,702 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $274,990 | 15,151 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $249,688 | 15,151 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $229,456 | 16,216 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $279,401 | 16,216 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $269,836 | 17,671 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $353,851 | 18,762 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $373,339 | 19,314 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $372,180 | 19,314 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $416,728 | 19,987 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||