Measured Wealth Private Client Group, LLC
Position in HR — Healthcare Realty Trust Inc
CIK 1720235
PORTSMOUTH, NH
Position in HR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,059
+$1,113 QoQ
Shares Held
350
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#400
of 456 holders
Holding Since
Sep 2025
4 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, 2026Measured Wealth Private Client Group, LLC holds $1,436,111 across 4 REIT - Healthcare Facilities names. HR ranks #4 (0.5% of the industry book) .
All Filings in HR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,059 | 350 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,946 | 350 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,932 | 350 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,310 | 350 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||