KESTRA PRIVATE WEALTH SERVICES, LLC
Position in HR — Healthcare Realty Trust Inc
CIK 1649451
AUSTIN, TX
Position in HR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$449,932
+$193,604 QoQ
Shares Held
22,307
+47.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#246
of 456 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $13,127,232 across 6 REIT - Healthcare Facilities names. HR ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
41,281 | $9,369,548 | |
| 2 | VTR |
Ventas, Inc.
|
12,998 | $1,154,222 | |
| 3 | CTRE |
CareTrust REIT, Inc.
|
27,378 | $1,104,702 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
20,076 | $957,223 | |
| 5 | HR |
Healthcare Realty Trust Inc
This page
|
22,307 | $449,932 | |
| 6 | MPT |
Medical Properties Trust Inc
|
19,828 | $91,605 |
All Filings in HR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,932 | 22,307 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $256,328 | 15,087 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $252,605 | 14,903 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||