Position in HR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,834,851
+$640,030 QoQ
Shares Held
107,996
+53.2% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 7%
Shared 31%
None 61%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Cerity Partners LLC holds $85,868,201 across 14 REIT - Healthcare Facilities names. HR ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
247,551 | $48,943,306 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
366,110 | $16,042,938 | |
| 3 | VTR |
Ventas, Inc.
|
97,890 | $8,005,443 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
219,070 | $3,599,319 | |
| 5 | MPT |
Medical Properties Trust Inc
|
457,680 | $2,119,058 | |
| 6 | HR |
Healthcare Realty Trust Inc
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|
107,996 | $1,834,851 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
44,222 | $1,620,735 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
23,026 | $1,085,905 |
All Filings in HR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,834,851 | 107,996 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,194,821 | 70,491 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $688,800 | 38,203 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $309,634 | 19,523 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $332,930 | 19,700 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $977,065 | 57,644 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,407,441 | 77,545 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $619,153 | 37,570 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $797,281 | 56,345 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $464,055 | 26,933 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $417,824 | 22,154 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $380,530 | 19,686 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $274,231 | 14,231 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||