Steward Partners Investment Advisory, LLC
Position in HR — Healthcare Realty Trust Inc
CIK 1723397
STAMFORD, CT
Position in HR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$76,908
+$76,773 QoQ
Shares Held
3,813
+47562.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#342
of 456 holders
Holding Since
Sep 2022
16 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, 2026Steward Partners Investment Advisory, LLC holds $26,774,151 across 14 REIT - Healthcare Facilities names. HR ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
278,282 | $11,228,678 | |
| 2 | WELL |
Welltower Inc.
|
41,482 | $9,415,169 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
101,549 | $1,981,220 | |
| 4 | VTR |
Ventas, Inc.
|
19,118 | $1,697,678 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
22,655 | $1,181,458 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
31,233 | $668,386 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
8,209 | $391,405 | |
| 8 | HR |
Healthcare Realty Trust Inc
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|
3,813 | $76,908 |
All Filings in HR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,908 | 3,813 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $135 | 8 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $11,831 | 698 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $87,265 | 4,840 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $74,732 | 4,712 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $501,186 | 29,656 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $483,244 | 28,510 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $14,701 | 810 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,332 | 809 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $22,795 | 1,611 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $43,040 | 2,498 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $38,144 | 2,498 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $46,980 | 2,491 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $48,151 | 2,491 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $48,001 | 2,491 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $51,853 | 2,487 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||