Position in HR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,096
+$1,434 QoQ
Shares Held
451
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#394
of 456 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $211,113 across 8 REIT - Healthcare Facilities names. HR ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
776 | $176,128 | |
| 2 | MPT |
Medical Properties Trust Inc
|
2,475 | $11,434 | |
| 3 | HR |
Healthcare Realty Trust Inc
This page
|
451 | $9,096 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
367 | $7,853 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
127 | $6,055 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
12 | $234 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
4 | $161 | |
| 8 | NHI |
National Health Investors Inc
|
2 | $152 |
All Filings in HR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,096 | 451 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,662 | 451 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $7,644 | 451 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $8,131 | 451 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $7,152 | 451 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,621 | 451 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $7,644 | 451 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $8,185 | 451 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||