Global Retirement Partners, LLC
PensionPosition in HR — Healthcare Realty Trust Inc
CIK 1749744
San Rafael, CA
Position in HR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$85,157
-$18,458 QoQ
Shares Held
4,222
-30.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#341
of 456 holders
Holding Since
Sep 2022
14 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, 2026Global Retirement Partners, LLC holds $6,792,702 across 14 REIT - Healthcare Facilities names. HR ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
14,473 | $3,284,936 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
80,578 | $1,724,369 | |
| 3 | VTR |
Ventas, Inc.
|
6,404 | $568,675 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
10,584 | $504,645 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
2,560 | $133,504 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
3,273 | $132,065 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
6,575 | $128,278 | |
| 8 | SILA |
Sila Realty Trust, Inc.
|
3,238 | $98,305 |
All Filings in HR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,157 | 4,222 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $103,615 | 6,113 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $75,509 | 4,188 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $66,405 | 4,187 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $78,292 | 4,619 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $94,470 | 5,205 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $65,854 | 3,996 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $42,832 | 3,027 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $132,154 | 7,670 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $73,250 | 4,797 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $48,187 | 2,555 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $48,827 | 2,526 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $39,715 | 2,061 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $44,619 | 2,140 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||