Position in HR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$35,761
+$28,422 QoQ
Shares Held
1,773
+310.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#359
of 456 holders
Holding Since
Dec 2022
15 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, 2026IFP Advisors, Inc holds $7,716,243 across 16 REIT - Healthcare Facilities names. HR ranks #12 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
107,457 | $5,123,549 | |
| 2 | WELL |
Welltower Inc.
|
4,887 | $1,109,202 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
9,185 | $478,997 | |
| 4 | VTR |
Ventas, Inc.
|
2,606 | $231,412 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
7,472 | $159,900 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
8,074 | $157,523 | |
| 7 | MPT |
Medical Properties Trust Inc
|
27,720 | $128,066 | |
| 8 | LTC |
Ltc Properties Inc
|
3,079 | $118,387 |
All Filings in HR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,761 | 1,773 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,339 | 432 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $8,491 | 501 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,751 | 319 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $24,488 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $11,306 | 669 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $11,339 | 669 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $10,236 | 564 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $9,426 | 572 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,301 | 304 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $3,032 | 176 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $22,187 | 1,453 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $27,252 | 1,445 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $27,815 | 1,439 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $151 | 6,140 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||