Position in HR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,496,454
+$1,011,726 QoQ
Shares Held
322,085
-0.2% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 456 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $366,788,756 across 17 REIT - Healthcare Facilities names. HR ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
5,632,580 | $120,537,212 | |
| 2 | WELL |
Welltower Inc.
|
480,491 | $109,057,042 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
728,683 | $38,000,818 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
738,084 | $35,191,845 | |
| 5 | VTR |
Ventas, Inc.
|
266,459 | $23,661,559 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
265,332 | $10,706,146 | |
| 7 | SILA |
Sila Realty Trust, Inc.
|
267,235 | $8,113,254 | |
| 8 | HR |
Healthcare Realty Trust Inc
This page
|
322,085 | $6,496,454 |
All Filings in HR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,496,454 | 322,085 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,484,728 | 322,821 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,347,708 | 315,499 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,904,248 | 327,468 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,163,873 | 325,591 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,897,958 | 289,820 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,963,824 | 292,851 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,049,965 | 278,235 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,452,104 | 270,152 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,099,019 | 219,012 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,468,950 | 201,332 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,841,792 | 186,103 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,543,379 | 187,878 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,741,959 | 193,583 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,740,904 | 194,131 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,231,549 | 202,952 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||