Position in HR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$17,487
+$2,757 QoQ
Shares Held
867
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#382
of 456 holders
Holding Since
Mar 2025
6 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, 2026Clearstead Trust, LLC holds $298,390 across 8 REIT - Healthcare Facilities names. HR ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
871 | $197,690 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
1,357 | $29,039 | |
| 3 | VTR |
Ventas, Inc.
|
226 | $20,068 | |
| 4 | HR |
Healthcare Realty Trust Inc
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|
867 | $17,487 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
360 | $17,164 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
491 | $9,579 | |
| 7 | MPT |
Medical Properties Trust Inc
|
1,002 | $4,629 | |
| 8 | DHC |
Diversified Healthcare Trust
|
294 | $2,734 |
All Filings in HR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,487 | 867 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $14,730 | 867 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $17,628 | 1,040 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $18,751 | 1,040 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,581 | 415 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $13,587 | 804 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||