Position in HR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,080,389
+$637,247 QoQ
Shares Held
202,300
-0.2% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#109
of 456 holders
Holding Since
Sep 2022
13 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, 2026BESSEMER GROUP INC holds $11,053,910 across 13 REIT - Healthcare Facilities names. HR ranks #2 (36.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
18,394 | $4,174,883 | |
| 2 | HR |
Healthcare Realty Trust Inc
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|
202,300 | $4,080,389 | |
| 3 | VTR |
Ventas, Inc.
|
22,263 | $1,976,950 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
13,605 | $548,960 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
1,771 | $82,820 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
2,184 | $42,609 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
1,820 | $36,723 | |
| 8 | UHT |
Universal Health Realty Income Trust
|
759 | $30,704 |
All Filings in HR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,080,389 | 202,300 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,443,142 | 202,802 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $3,430,018 | 202,506 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $386,781 | 21,597 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $334,710 | 21,249 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $922,181 | 54,567 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $2,930,570 | 172,895 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,130,439 | 172,476 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $8,915 | 541 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $7,581 | 440 | Shares | Defined | 2024-02-09 | |
| 2023-06-30 | $5,714 | 303 | Shares | Defined | 2023-08-10 | |
| 2022-12-31 | $11,195 | 581 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $28,251 | 1,355 | Shares | Defined | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||