Position in HR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,025,136
+$1,014,710 QoQ
Shares Held
149,982
+26.7% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#126
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, 2026FIRST TRUST ADVISORS LP holds $289,508,896 across 12 REIT - Healthcare Facilities names. HR ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
453,161 | $102,853,952 | |
| 2 | VTR |
Ventas, Inc.
|
1,024,193 | $90,948,338 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
362,322 | $18,895,092 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
352,434 | $16,804,052 | |
| 5 | DHC |
Diversified Healthcare Trust
|
1,632,802 | $15,185,058 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
352,698 | $14,231,364 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
475,549 | $9,277,960 | |
| 8 | NHI |
National Health Investors Inc
|
105,065 | $8,012,256 |
All Filings in HR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,025,136 | 149,982 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $2,010,426 | 118,330 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,673,150 | 98,711 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,058,126 | 58,687 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $3,538,761 | 223,125 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $910,521 | 53,877 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $3,161,733 | 186,533 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,042,673 | 112,544 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $3,791,470 | 230,065 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $2,377,652 | 168,032 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $3,369,894 | 195,583 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,432,372 | 159,291 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $2,840,938 | 150,633 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,088,104 | 56,291 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,110,240 | 57,615 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $3,462,934 | 166,088 | Shares | Other | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||