Position in HR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$414,574
+$71,309 QoQ
Shares Held
20,554
+1.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#249
of 447 holders
Holding Since
Mar 2026
2 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, 2026Integrated Wealth Concepts LLC holds $8,357,147 across 17 REIT - Healthcare Facilities names. HR ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
12,079 | $2,741,570 | |
| 2 | VTR |
Ventas, Inc.
|
23,510 | $2,087,688 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
15,866 | $827,411 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
12,855 | $612,926 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
26,121 | $558,989 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
12,111 | $488,678 | |
| 7 | HR |
Healthcare Realty Trust Inc
This page
|
20,554 | $414,574 | |
| 8 | MPT |
Medical Properties Trust Inc
|
46,755 | $216,008 |
All Filings in HR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,574 | 20,554 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $343,265 | 20,204 | Shares | Other | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||