Focus Partners Wealth

Position in HR — Healthcare Realty Trust Inc

CIK 1542153 ST LOUIS, MO

Position in HR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$738,317

+$294,855 QoQ

Shares Held

43,456

+66.1% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 28% Shared 0% None 72%

Real Estate · as of Mar 31, 2026

Focus Partners Wealth holds $65,796,522 across 12 REIT - Healthcare Facilities names. HR ranks #7 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	138,713	$27,424,947
2	DOC	Healthpeak Properties, Inc.	1,153,926	$18,959,004
3	CHCT	Community Healthcare Trust Inc	537,868	$8,546,722
4	OHI	Omega Healthcare Investors Inc	103,379	$4,530,067
5	VTR	Ventas, Inc.	30,735	$2,513,508
6	SILA	Sila Realty Trust, Inc.	39,341	$931,594
7	HR	Healthcare Realty Trust Inc This page	43,456	$738,317
8	SBRA	Sabra Health Care REIT, Inc.	25,963	$499,268

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$738,317	43,456	+66.1%	Shares	Sole	2026-05-15
2025-12-31	$443,462	26,163	+53.5%	Shares	Sole	2026-02-13
2025-09-30	$307,375	17,048	-17.7%	Shares	Sole	2025-11-14
2025-06-30	$328,476	20,711	+8.9%	Shares	Sole	2025-08-14
2025-03-31	$321,404	19,018	-8.4%	Shares	Sole	2025-05-20
2024-12-31	$351,780	20,754	+26.5%	Shares	Sole	2025-05-29
2024-09-30	$297,732	16,404	+3.1%	Shares	Sole	2024-11-14
2024-06-30	$262,097	15,904	-19.4%	Shares	Sole	2024-08-15
2024-03-31	$279,137	19,727	-24.0%	Shares	Sole	2024-05-16
2023-12-31	$447,118	25,950	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.