Position in HR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,168,892
+$852,454 QoQ
Shares Held
127,657
+64.4% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026CWM, LLC holds $35,145,898 across 17 REIT - Healthcare Facilities names. HR ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
55,856 | $11,043,289 | |
| 2 | VTR |
Ventas, Inc.
|
119,930 | $9,807,875 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
72,330 | $3,411,082 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
62,883 | $2,755,533 | |
| 5 | HR |
Healthcare Realty Trust Inc
This page
|
127,657 | $2,168,892 | |
| 6 | MPT |
Medical Properties Trust Inc
|
332,963 | $1,541,618 | |
| 7 | NHI |
National Health Investors Inc
|
11,496 | $929,566 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
44,410 | $729,656 |
All Filings in HR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,168,892 | 127,657 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,316,438 | 77,666 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,269,582 | 70,415 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $348,777 | 21,991 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $356,978 | 21,123 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $463,735 | 27,359 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $418,684 | 23,068 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $298,337 | 18,103 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $219,042 | 15,480 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $291,858 | 16,939 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $207,824 | 13,610 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $364,733 | 19,339 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $287,321 | 14,864 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $257,601 | 13,368 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $235,938 | 11,316 | Shares | Sole | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||