Position in HR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,468
+$3,316 QoQ
Shares Held
519
+23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#390
of 456 holders
Holding Since
Sep 2022
10 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, 2026Larson Financial Group LLC holds $1,748,646 across 15 REIT - Healthcare Facilities names. HR ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
2,728 | $619,174 | |
| 2 | SILA |
Sila Realty Trust, Inc.
|
15,298 | $464,447 | |
| 3 | VTR |
Ventas, Inc.
|
3,175 | $281,940 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
4,382 | $208,933 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
2,029 | $43,420 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
614 | $32,020 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
1,264 | $24,660 | |
| 8 | UHT |
Universal Health Realty Income Trust
|
550 | $24,123 |
All Filings in HR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,468 | 519 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,152 | 421 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,051 | 416 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,392 | 410 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,407 | 404 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,692 | 396 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,593 | 389 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $10,563 | 582 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,426 | 572 | Shares | Sole | 2024-08-02 | |
| 2022-09-30 | $834,291 | 40,014 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||