Financial Gravity Companies, Inc.
Position in HR — Healthcare Realty Trust Inc
CIK 1377167
Lakeway, TX
Position in HR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$57,141
+$12,210 QoQ
Shares Held
2,833
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#350
of 456 holders
Holding Since
Dec 2024
3 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, 2026Financial Gravity Companies, Inc. holds $458,593 across 5 REIT - Healthcare Facilities names. HR ranks #2 (12.5% of the industry book) .
All Filings in HR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,141 | 2,833 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $44,931 | 2,833 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $26,848 | 1,584 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||