WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in HR — Healthcare Realty Trust Inc

CIK 1632972 PLYMOUTH, MN

Position in HR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,802,117

+$1,076,851 QoQ

Shares Held

138,925

+36.8% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#14

of 120 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Real Estate · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $67,418,613 across 13 REIT - Healthcare Facilities names. HR ranks #5 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	161,934	$36,754,159
2	OHI	Omega Healthcare Investors Inc	252,106	$12,020,414
3	VTR	Ventas, Inc.	70,641	$6,272,920
4	DOC	Healthpeak Properties, Inc.	196,421	$4,203,409
5	HR	Healthcare Realty Trust Inc This page	138,925	$2,802,117
6	AHR	American Healthcare REIT, Inc.	34,742	$1,811,795
7	MPT	Medical Properties Trust Inc	222,729	$1,029,007
8	CTRE	CareTrust REIT, Inc.	19,651	$792,917

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,802,117	138,925	+36.8%	Shares	Sole	2026-07-15
2026-03-31	$1,725,266	101,546	+5.8%	Shares	Sole	2026-04-08
2025-12-31	$1,626,928	95,984	+6.3%	Shares	Sole	2026-01-08
2025-09-30	$1,628,577	90,326	+61.7%	Shares	Sole	2025-10-29
2025-06-30	$885,844	55,854	+9.1%	Shares	Sole	2025-07-10
2025-03-31	$865,347	51,204	-4.3%	Shares	Sole	2025-04-16
2024-12-31	$906,841	53,501	+21.5%	Shares	Sole	2025-03-17
2024-09-30	$799,217	44,034	+5.9%	Shares	Sole	2024-10-24
2024-06-30	$685,370	41,588	-5.3%	Shares	Sole	2024-07-16
2024-03-31	$621,708	43,937	-14.8%	Shares	Sole	2024-04-15
2023-12-31	$889,033	51,598	+22.3%	Shares	Sole	2024-01-30
2023-09-30	$644,332	42,196	+64.5%	Shares	Sole	2023-11-13
2023-06-30	$483,702	25,647	+154.1%	Shares	Sole	2023-07-21
2023-03-31	$195,097	10,093	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.