Position in HR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$512,822
+$76,010 QoQ
Shares Held
25,425
-1.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#233
of 456 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026GeoWealth Management, LLC holds $13,379,274 across 7 REIT - Healthcare Facilities names. HR ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
39,630 | $8,994,821 | |
| 2 | VTR |
Ventas, Inc.
|
17,937 | $1,592,805 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
50,088 | $1,071,883 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
17,507 | $834,733 | |
| 5 | HR |
Healthcare Realty Trust Inc
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|
25,425 | $512,822 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
6,779 | $273,532 | |
| 7 | MPT |
Medical Properties Trust Inc
|
21,359 | $98,678 |
All Filings in HR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,822 | 25,425 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $436,812 | 25,710 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $506,550 | 29,885 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $466,977 | 25,900 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $422,256 | 26,624 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $459,984 | 27,218 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $486,617 | 28,709 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $442,025 | 24,354 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $269,794 | 16,371 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $210,481 | 14,875 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||