Position in HR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,924,092
+$2,089,241 QoQ
Shares Held
194,551
+80.1% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#115
of 459 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 13%
Shared 29%
None 58%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $96,958,160 across 10 REIT - Healthcare Facilities names. HR ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
243,378 | $55,239,503 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
368,352 | $17,563,022 | |
| 3 | VTR |
Ventas, Inc.
|
100,196 | $8,897,404 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
242,389 | $5,187,123 | |
| 5 | HR |
Healthcare Realty Trust Inc
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|
194,551 | $3,924,092 | |
| 6 | MPT |
Medical Properties Trust Inc
|
515,086 | $2,379,695 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
41,707 | $1,682,876 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
52,210 | $1,018,616 |
All Filings in HR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,924,092 | 194,551 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||