Position in HR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,033,033
+$2,542,633 QoQ
Shares Held
447,845
+17.2% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#80
of 458 holders
Holding Since
Mar 2026
2 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, 2026Edgestream Partners, L.P. holds $38,695,168 across 7 REIT - Healthcare Facilities names. HR ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LTC |
Ltc Properties Inc
|
290,736 | $11,178,799 | |
| 2 | HR |
Healthcare Realty Trust Inc
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|
447,845 | $9,033,033 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
186,352 | $8,885,263 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
93,453 | $3,770,828 | |
| 5 | NHI |
National Health Investors Inc
|
45,814 | $3,493,775 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
56,106 | $1,200,668 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
21,722 | $1,132,802 |
All Filings in HR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,033,033 | 447,845 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,490,400 | 382,013 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||