Skip to main content
Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in HR — Healthcare Realty Trust Inc

CIK 1631073 WASHINGTON, DC
Back to HR Full portfolio

Position in HR

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$625
+$99 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#445
of 456 holders
Holding Since
Mar 2020
26 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, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $62,599 across 6 REIT - Healthcare Facilities names. HR ranks #6 (1.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WELL
Welltower Inc.
 207 $46,982
2 VTR
Ventas, Inc.
 116 $10,300
3 OHI
Omega Healthcare Investors Inc
 59 $2,813
4 DOC
Healthpeak Properties, Inc.
 47 $1,005
5 DHC
Diversified Healthcare Trust
 94 $874
6 HR
Healthcare Realty Trust Inc
This page 		31 $625

All Filings in HR

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $625 31
2026-03-31 $526 31
2025-12-31 $525 31
2025-09-30 $558 31
2025-06-30 $491 31
2025-03-31 $523 31
2024-12-31 $525 31
2024-09-30 $562 31
2024-06-30 $510 31
2024-03-31 $438 31
2023-12-31 $534 31
2023-09-30 $473 31
2023-06-30 $584 31
2023-03-31 $599 31
2022-12-31 $597 31
2022-09-30 $646 31
2022-06-30 $1,958 72
2022-03-31 $1,978 72
2021-12-31 $2,278 72
2021-09-30 $2,144 72
2021-06-30 $2,174 72
2021-03-31 $2,183 72
2020-12-31 $2,131 72
2020-09-30 $993 33
2020-06-30 $907 31
2020-03-31 $5,753 206

Report a Problem

Category
Description
Email (optional, for follow-up)