Position in HR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$360,014
-$289,428 QoQ
Shares Held
17,849
-53.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#264
of 456 holders
Holding Since
Jun 2024
9 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, 2026Atria Investments, Inc holds $18,798,121 across 7 REIT - Healthcare Facilities names. HR ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
59,553 | $13,516,744 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
87,860 | $1,880,204 | |
| 3 | VTR |
Ventas, Inc.
|
18,994 | $1,686,667 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
36,019 | $702,730 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
6,971 | $363,537 | |
| 6 | HR |
Healthcare Realty Trust Inc
This page
|
17,849 | $360,014 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
6,045 | $288,225 |
All Filings in HR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,014 | 17,849 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $649,442 | 38,225 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $569,994 | 33,628 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $643,544 | 35,693 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,328,655 | 83,774 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,472,294 | 87,118 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,375,916 | 81,175 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,598,180 | 88,054 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,120,475 | 67,990 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||