Position in HR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$329,920
+$112,686 QoQ
Shares Held
16,357
+27.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#275
of 447 holders
Holding Since
Sep 2022
16 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, 2026Allworth Financial LP holds $12,108,327 across 16 REIT - Healthcare Facilities names. HR ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
18,436 | $4,184,418 | |
| 2 | VTR |
Ventas, Inc.
|
26,486 | $2,351,956 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
40,385 | $2,106,077 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
42,342 | $2,018,866 | |
| 5 | SILA |
Sila Realty Trust, Inc.
|
13,723 | $416,630 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
15,765 | $337,371 | |
| 7 | HR |
Healthcare Realty Trust Inc
This page
|
16,357 | $329,920 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
6,862 | $133,877 |
All Filings in HR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,920 | 16,357 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $217,234 | 12,786 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $142,396 | 8,401 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $146,457 | 8,123 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $89,038 | 5,614 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $93,119 | 5,510 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $87,326 | 5,152 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $42,743 | 2,355 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $36,157 | 2,194 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $6,537 | 462 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $12,388 | 719 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $22,095 | 1,447 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $30,590 | 1,622 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $12,139 | 628 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $31,968 | 1,659 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $31,525 | 1,512 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||