Position in HR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$24,003,994
+$5,349,280 QoQ
Shares Held
1,190,084
+8.4% QoQ
Ownership
0.347%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#43
of 456 holders
Holding Since
Sep 2022
16 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $488,515,353 across 15 REIT - Healthcare Facilities names. HR ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
916,367 | $207,987,817 | |
| 2 | VTR |
Ventas, Inc.
|
969,136 | $86,059,276 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
4,013,829 | $85,895,940 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
566,755 | $27,022,878 | |
| 5 | HR |
Healthcare Realty Trust Inc
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|
1,190,084 | $24,003,994 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
422,115 | $22,013,297 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
502,189 | $20,263,326 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
324,305 | $6,327,190 |
All Filings in HR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,003,994 | 1,190,084 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $18,654,714 | 1,097,982 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $17,600,778 | 1,038,394 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $18,011,338 | 998,965 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $15,450,494 | 974,180 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $13,139,581 | 777,490 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $15,382,786 | 907,539 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,418,492 | 1,014,793 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $16,917,807 | 1,026,566 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $11,711,841 | 827,692 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,358,882 | 601,212 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,573,507 | 495,973 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,099,262 | 376,419 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,806,692 | 352,131 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,675,997 | 294,551 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,880,596 | 282,043 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||