West Family Investments, Inc.

Position in HR — Healthcare Realty Trust Inc

CIK 1568303 CARLSBAD, CA

Position in HR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$294,421

New position

Shares Held

14,597

first reported quarter

Ownership

0.004%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#291

of 456 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

West Family Investments, Inc. holds $1,016,531 across 3 REIT - Healthcare Facilities names. HR ranks #2 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	2,569	$583,085
2	HR	Healthcare Realty Trust Inc This page	14,597	$294,421
3	MPT	Medical Properties Trust Inc	30,092	$139,025

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$294,421	14,597	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.