Position in HR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,042
+$795 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#410
of 456 holders
Holding Since
Dec 2023
11 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, 2026Crewe Advisors LLC holds $100,566 across 8 REIT - Healthcare Facilities names. HR ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
1,445 | $58,305 | |
| 2 | WELL |
Welltower Inc.
|
90 | $20,427 | |
| 3 | LTC |
Ltc Properties Inc
|
297 | $11,419 | |
| 4 | HR |
Healthcare Realty Trust Inc
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|
250 | $5,042 | |
| 5 | VTR |
Ventas, Inc.
|
35 | $3,108 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
94 | $1,833 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
18 | $385 | |
| 8 | OHI |
Omega Healthcare Investors Inc
|
1 | $47 |
All Filings in HR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,042 | 250 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,247 | 250 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,237 | 250 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,507 | 250 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,965 | 250 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,225 | 250 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,237 | 250 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,537 | 250 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,120 | 250 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,537 | 250 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,307 | 250 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||