Financial Gravity Asset Management, Inc.
Position in HR — Healthcare Realty Trust Inc
CIK 1741736
Lakeway, TX
Position in HR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$48,132
+$113 QoQ
Shares Held
2,833
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $73,438 across 5 REIT - Healthcare Facilities names. HR ranks #1 (65.5% of the industry book) .
All Filings in HR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,132 | 2,833 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $48,019 | 2,833 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $51,078 | 2,833 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $47,877 | 2,833 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||