Position in HR
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$399,628
+$66,641 QoQ
Shares Held
19,813
+1.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#252
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, 2026CX Institutional holds $2,359,260 across 9 REIT - Healthcare Facilities names. HR ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
5,219 | $1,184,556 | |
| 2 | HR |
Healthcare Realty Trust Inc
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|
19,813 | $399,628 | |
| 3 | VTR |
Ventas, Inc.
|
3,692 | $327,849 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
11,003 | $235,464 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
3,556 | $185,445 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
282 | $13,445 | |
| 7 | SILA |
Sila Realty Trust, Inc.
|
351 | $10,656 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
62 | $1,209 |
All Filings in HR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,628 | 19,813 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $332,987 | 19,599 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $330,033 | 19,471 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $320,501 | 17,776 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $281,927 | 17,776 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $300,414 | 17,776 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $301,303 | 17,776 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $320,728 | 17,671 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $291,218 | 17,671 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $250,044 | 17,671 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $304,471 | 17,671 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $269,836 | 17,671 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $333,275 | 17,671 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $341,580 | 17,671 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $372,026 | 19,306 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $561,532 | 26,932 | Shares | Sole | 2022-11-04 | |
| No filing history on record for this holder in this stock. | ||||||