GWN SECURITIES INC.
Broker-DealerPosition in HR — Healthcare Realty Trust Inc
CIK 1265905
Palm Beach Gardens, FL
Position in HR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$170,375
-$5,905 QoQ
Shares Held
10,028
-3.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026GWN SECURITIES INC. holds $743,326 across 1 REIT - Healthcare Facilities name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
3,275 | $743,326 |
All Filings in HR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $170,375 | 10,028 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $176,280 | 10,400 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $183,473 | 10,176 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $178,218 | 11,237 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $229,975 | 13,608 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||