Position in HR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$564
+$89 QoQ
Shares Held
28
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#446
of 456 holders
Holding Since
Mar 2026
2 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, 2026Bogart Wealth, LLC holds $1,039,797 across 6 REIT - Healthcare Facilities names. HR ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
10,694 | $509,889 | |
| 2 | WELL |
Welltower Inc.
|
1,323 | $300,281 | |
| 3 | VTR |
Ventas, Inc.
|
2,012 | $178,665 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
2,121 | $45,389 | |
| 5 | SILA |
Sila Realty Trust, Inc.
|
165 | $5,009 | |
| 6 | HR |
Healthcare Realty Trust Inc
This page
|
28 | $564 |
All Filings in HR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564 | 28 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $475 | 28 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||