Position in HR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,068
+$1,272 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#396
of 456 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Colonial Trust Advisors holds $481,895 across 3 REIT - Healthcare Facilities names. HR ranks #3 (1.7% of the industry book) .
All Filings in HR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,068 | 400 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,796 | 400 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,780 | 400 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,383 | 465 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,374 | 465 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,858 | 465 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,881 | 465 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,439 | 465 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,663 | 465 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,579 | 465 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,457 | 665 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,154 | 665 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,541 | 665 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,854 | 665 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $12,814 | 665 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||