Position in HR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$244,057
+$38,478 QoQ
Shares Held
12,100
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#302
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, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $244,057 across 1 REIT - Healthcare Facilities name. HR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HR |
Healthcare Realty Trust Inc
This page
|
12,100 | $244,057 |
All Filings in HR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,057 | 12,100 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $205,579 | 12,100 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $205,095 | 12,100 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $218,163 | 12,100 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $191,906 | 12,100 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $204,490 | 12,100 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $205,095 | 12,100 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $237,765 | 13,100 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $215,888 | 13,100 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $185,365 | 13,100 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $225,713 | 13,100 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $200,037 | 13,100 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $247,066 | 13,100 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $272,553 | 14,100 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $271,707 | 14,100 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $293,985 | 14,100 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||