Position in HR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,047,569
+$1,008,170 QoQ
Shares Held
51,937
+2139.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#182
of 447 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Arax Advisory Partners holds $21,364,730 across 18 REIT - Healthcare Facilities names. HR ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
45,461 | $10,318,283 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
111,938 | $5,337,203 | |
| 3 | VTR |
Ventas, Inc.
|
25,503 | $2,264,666 | |
| 4 | HR |
Healthcare Realty Trust Inc
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|
51,937 | $1,047,569 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
38,272 | $819,020 | |
| 6 | MPT |
Medical Properties Trust Inc
|
129,386 | $597,763 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
6,671 | $347,892 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
11,685 | $227,974 |
All Filings in HR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,047,569 | 51,937 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $39,399 | 2,319 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $54,714 | 3,228 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,047,236 | 58,083 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,424 | 279 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,520 | 445 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,542 | 386 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,738 | 206 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,394 | 206 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,367 | 238 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,100 | 238 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||