Van Hulzen Asset Management, LLC

Position in HR — Healthcare Realty Trust Inc

CIK 1600145 EL DORADO HILLS, CA

Position in HR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$260,193

+$27,430 QoQ

Shares Held

12,900

-5.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#297

of 456 holders

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Van Hulzen Asset Management, LLC holds $1,076,377 across 2 REIT - Healthcare Facilities names. HR ranks #2 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WELL	Welltower Inc.	3,596	$816,184
2	HR	Healthcare Realty Trust Inc This page	12,900	$260,193

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,193	12,900	-5.8%	Shares	Sole	2026-08-13
2026-03-31	$232,763	13,700	0.0%	Shares	Sole	2026-05-14
2025-12-31	$232,215	13,700	-18.9%	Shares	Sole	2026-02-06
2025-09-30	$304,707	16,900	-3.4%	Shares	Sole	2025-11-13
2025-06-30	$277,550	17,500	-35.2%	Shares	Sole	2025-08-13
2025-03-31	$456,131	26,990	0.0%	Shares	Sole	2025-05-14
2024-12-31	$457,480	26,990	+5.1%	Shares	Sole	2025-02-10
2024-09-30	$466,273	25,690	+53.9%	Shares	Sole	2024-11-12
2024-06-30	$275,051	16,690	-5.7%	Shares	Sole	2024-08-07
2024-03-31	$250,313	17,690	-1.7%	Shares	Sole	2024-05-06
2023-12-31	$309,967	17,990	+20.3%	Shares	Sole	2024-02-07
2023-09-30	$228,362	14,955	+0.5%	Shares	Sole	2023-11-07
2023-06-30	$280,731	14,885	+3.9%	Shares	Sole	2023-08-03
2023-03-31	$276,902	14,325	+44.7%	Shares	Sole	2023-04-28
2022-09-30	$206,415	9,900	—	Shares	Sole	2022-11-08
No filing history on record for this holder in this stock.