J.W. COLE ADVISORS, INC.

Position in HR — Healthcare Realty Trust Inc

CIK 1404763 TAMPA, FL

Position in HR

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$880,460

+$153,985 QoQ

Shares Held

43,652

+2.1% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#193

of 456 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $8,479,934 across 7 REIT - Healthcare Facilities names. HR ranks #4 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	12,058	$2,736,804
2	AHR	American Healthcare REIT, Inc.	41,566	$2,167,666
3	OHI	Omega Healthcare Investors Inc	24,313	$1,159,243
4	HR	Healthcare Realty Trust Inc This page	43,652	$880,460
5	VTR	Ventas, Inc.	9,371	$832,144
6	SILA	Sila Realty Trust, Inc.	13,063	$396,592
7	DOC	Healthpeak Properties, Inc.	14,347	$307,025

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$880,460	43,652	+2.1%	Shares	Sole	2026-07-21
2026-03-31	$726,475	42,759	-3.7%	Shares	Sole	2026-04-23
2025-12-31	$752,664	44,405	+1.1%	Shares	Sole	2026-02-11
2025-09-30	$791,913	43,922	-6.3%	Shares	Sole	2025-11-05
2025-06-30	$743,707	46,892	+12.6%	Shares	Sole	2025-08-12
2025-03-31	$703,935	41,653	+91.1%	Shares	Sole	2025-05-05
2024-12-31	$369,357	21,791	-2.6%	Shares	Sole	2025-01-31
2024-09-30	$405,924	22,365	+0.8%	Shares	Sole	2024-10-24
2024-06-30	$365,823	22,198	-7.4%	Shares	Sole	2024-08-08
2024-03-31	$339,359	23,983	-29.0%	Shares	Sole	2024-04-30
2023-12-31	$582,115	33,785	+1.1%	Shares	Sole	2024-01-31
2023-09-30	$510,445	33,428	+0.9%	Shares	Sole	2023-10-24
2023-06-30	$624,624	33,119	+0.8%	Shares	Sole	2023-07-27
2023-03-31	$634,797	32,840	-2.4%	Shares	Sole	2023-05-03
2022-12-31	$648,531	33,655	-3.2%	Shares	Sole	2023-02-14
2022-09-30	$724,912	34,768	—	Shares	Sole	2022-10-31
No filing history on record for this holder in this stock.