Focus Partners Wealth

Position in HR — Healthcare Realty Trust Inc

CIK 1542153 ST LOUIS, MO

Position in HR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,165,987

+$427,670 QoQ

Shares Held

57,808

+33.0% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#178

of 459 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 26% Shared 0% None 74%

Real Estate · as of Jun 30, 2026

Focus Partners Wealth holds $53,194,916 across 10 REIT - Healthcare Facilities names. HR ranks #7 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	133,077	$30,204,486
2	CHCT	Community Healthcare Trust Inc	513,420	$9,385,317
3	OHI	Omega Healthcare Investors Inc	100,961	$4,813,820
4	DOC	Healthpeak Properties, Inc.	124,703	$2,668,644
5	VTR	Ventas, Inc.	24,898	$2,210,942
6			40,442	$1,227,819
7	HR	Healthcare Realty Trust Inc This page	57,808	$1,165,987
8	MPT	Medical Properties Trust Inc	141,324	$652,916

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,165,987	57,808	+33.0%	Shares	Sole	2026-08-12
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	-6.1%	Shares	Sole	2025-05-20
2024-12-31	$343,305	20,254	+23.5%	Shares	Sole	2025-05-20
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.