Position in HR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,883,716
+$259,506 QoQ
Shares Held
93,392
-2.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#147
of 456 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Cetera Investment Advisers holds $124,999,040 across 14 REIT - Healthcare Facilities names. HR ranks #10 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
227,903 | $51,727,143 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
398,159 | $18,984,221 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
299,347 | $15,610,946 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
492,682 | $10,543,394 | |
| 5 | VTR |
Ventas, Inc.
|
108,898 | $9,670,142 | |
| 6 | SILA |
Sila Realty Trust, Inc.
|
188,593 | $5,725,683 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
170,701 | $3,330,376 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
79,314 | $3,200,319 |
All Filings in HR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,883,716 | 93,392 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,624,210 | 95,598 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,461,886 | 86,247 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,723,127 | 95,570 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,138,192 | 71,765 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,093,024 | 64,676 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,113,631 | 65,701 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,207,791 | 66,545 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,099,413 | 66,712 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,021,347 | 72,180 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $363,501 | 21,097 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $359,684 | 23,555 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $470,519 | 24,948 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $643,476 | 33,289 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $520,791 | 27,026 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||