EverSource Wealth Advisors, LLC
Position in HR — Healthcare Realty Trust Inc
CIK 1710537
BIRMINGHAM, AL
Position in HR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$128,217
+$9,005 QoQ
Shares Held
6,357
-9.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#327
of 447 holders
Holding Since
Sep 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, 2026EverSource Wealth Advisors, LLC holds $2,806,674 across 17 REIT - Healthcare Facilities names. HR ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
6,183 | $1,403,350 | |
| 2 | VTR |
Ventas, Inc.
|
5,017 | $445,505 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
5,305 | $252,939 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
6,861 | $146,820 | |
| 5 | HR |
Healthcare Realty Trust Inc
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|
6,357 | $128,217 | |
| 6 | MPT |
Medical Properties Trust Inc
|
23,475 | $108,452 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
3,962 | $77,294 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
1,440 | $58,100 |
All Filings in HR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,217 | 6,357 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $119,212 | 7,017 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $68,950 | 4,068 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $70,693 | 3,921 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $55,175 | 3,479 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $71,587 | 4,236 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $210,261 | 12,405 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $52,651 | 2,901 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $46,290 | 2,809 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,021 | 779 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $17,038 | 989 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,000 | 393 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $961 | 51 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $792 | 41 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $5,004 | 240 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||