UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in HR — Healthcare Realty Trust Inc
CIK 1463217
IRVING, TX
Position in HR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,043,152
+$832,069 QoQ
Shares Held
51,718
+316.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#184
of 456 holders
Holding Since
Sep 2022
5 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $9,942,931 across 8 REIT - Healthcare Facilities names. HR ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
22,702 | $5,152,672 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
56,309 | $1,205,012 | |
| 3 | VTR |
Ventas, Inc.
|
13,340 | $1,184,592 | |
| 4 | HR |
Healthcare Realty Trust Inc
This page
|
51,718 | $1,043,152 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
14,454 | $753,776 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
6,374 | $257,190 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
4,777 | $227,767 | |
| 8 | MPT |
Medical Properties Trust Inc
|
25,708 | $118,770 |
All Filings in HR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,043,152 | 51,718 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $211,083 | 12,424 | Shares | Defined | 2026-05-15 | |
| 2023-03-31 | $270,504 | 13,994 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $275,310 | 14,287 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $339,563 | 16,286 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||