Position in HR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,910,722
+$3,460,008 QoQ
Shares Held
441,781
+37.7% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#81
of 456 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Creative Planning holds $111,699,538 across 16 REIT - Healthcare Facilities names. HR ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
231,196 | $52,474,556 | |
| 2 | VTR |
Ventas, Inc.
|
142,720 | $12,673,535 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
531,278 | $11,369,349 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
228,169 | $10,879,097 | |
| 5 | HR |
Healthcare Realty Trust Inc
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|
441,781 | $8,910,722 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
111,138 | $4,484,418 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
44,386 | $2,314,729 | |
| 8 | DHC |
Diversified Healthcare Trust
|
242,193 | $2,252,394 |
All Filings in HR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,910,722 | 441,781 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,450,714 | 320,819 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,062,424 | 180,674 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,088,412 | 171,293 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,906,006 | 120,177 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,964,895 | 116,266 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,198,176 | 129,686 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,298,388 | 126,633 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,691,702 | 102,652 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $688,086 | 48,628 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $967,050 | 56,126 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $421,726 | 27,618 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $534,737 | 28,353 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $416,116 | 21,527 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $378,616 | 19,648 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $273,197 | 13,103 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 HTA | — | 12,067 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 HTA | — | 12,120 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 HTA | — | 10,171 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 HTA | — | 10,163 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 HTA | — | 10,384 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 HTA | — | 12,844 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 HTA | — | 12,722 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 HTA | — | 12,413 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 HTA | — | 12,515 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 HTA | — | 13,378 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||