Position in HR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$571,050
-$4,877 QoQ
Shares Held
33,611
-1.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $17,893,254 across 10 REIT - Healthcare Facilities names. HR ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
39,658 | $7,840,782 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
158,167 | $2,598,683 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
53,706 | $2,532,774 | |
| 4 | VTR |
Ventas, Inc.
|
16,168 | $1,322,218 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
63,839 | $1,227,623 | |
| 6 | CHCT |
Community Healthcare Trust Inc
|
55,188 | $876,937 | |
| 7 | HR |
Healthcare Realty Trust Inc
This page
|
33,611 | $571,050 | |
| 8 | MPT |
Medical Properties Trust Inc
|
112,618 | $521,420 |
All Filings in HR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $571,050 | 33,611 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $575,927 | 33,978 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $522,761 | 28,994 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $350,775 | 22,117 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $297,237 | 17,588 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $284,590 | 16,790 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $228,181 | 12,572 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $305,292 | 18,525 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $205,981 | 14,557 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $409,109 | 23,744 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $518,080 | 33,928 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $623,737 | 33,072 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $2,674,440 | 138,357 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $229,987 | 11,935 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $398,797 | 19,127 | Shares | Sole | 2022-11-01 | |
| No filing history on record for this holder in this stock. | ||||||