Position in HR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,022,699
+$1,007,671 QoQ
Shares Held
50,704
+237.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#183
of 447 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026NewEdge Advisors, LLC holds $72,494,348 across 10 REIT - Healthcare Facilities names. HR ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
238,162 | $54,055,629 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
150,813 | $7,190,763 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
146,336 | $3,131,590 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
37,799 | $1,971,217 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
37,934 | $1,530,636 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
71,128 | $1,387,707 | |
| 7 | NHI |
National Health Investors Inc
|
15,103 | $1,151,754 | |
| 8 | HR |
Healthcare Realty Trust Inc
This page
|
50,704 | $1,022,699 |
All Filings in HR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,022,699 | 50,704 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,028 | 15,028 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $274,505 | 16,195 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $289,291 | 16,045 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $227,242 | 14,328 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $257,251 | 15,222 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $460,345 | 27,159 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $452,896 | 24,953 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $412,428 | 25,026 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $351,570 | 24,846 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $408,127 | 23,687 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $328,350 | 21,503 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $440,513 | 23,357 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $19,871 | 1,028 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $37,499 | 1,946 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||