Position in HR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$529,119
+$7,432 QoQ
Shares Held
31,143
+1.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026BROWN ADVISORY INC holds $9,285,569 across 8 REIT - Healthcare Facilities names. HR ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
22,679 | $4,483,865 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
53,063 | $2,325,220 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
37,587 | $617,554 | |
| 4 | HR |
Healthcare Realty Trust Inc
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|
31,143 | $529,119 | |
| 5 | CHCT |
Community Healthcare Trust Inc
|
30,765 | $488,855 | |
| 6 | NHI |
National Health Investors Inc
|
4,000 | $323,440 | |
| 7 | VTR |
Ventas, Inc.
|
3,826 | $312,890 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
10,641 | $204,626 |
All Filings in HR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $529,119 | 31,143 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $521,687 | 30,778 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $560,156 | 31,068 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $492,738 | 31,068 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $525,049 | 31,068 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $398,002 | 23,481 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $368,263 | 20,290 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $345,585 | 20,970 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $339,175 | 23,970 | Shares | Defined | 2024-04-24 | |
| 2023-09-30 | $359,776 | 23,561 | Shares | Defined | 2023-10-25 | |
| 2023-06-30 | $444,360 | 23,561 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $470,898 | 24,361 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $454,020 | 23,561 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $485,200 | 23,271 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||