Position in HR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$756,314
+$119,240 QoQ
Shares Held
37,497
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#206
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, 2026Advisory Resource Group holds $1,586,333 across 2 REIT - Healthcare Facilities names. HR ranks #2 (47.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
15,916 | $830,019 | |
| 2 | HR |
Healthcare Realty Trust Inc
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|
37,497 | $756,314 |
All Filings in HR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $756,314 | 37,497 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $637,074 | 37,497 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $727,900 | 42,944 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $790,813 | 43,861 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $715,048 | 45,085 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $761,936 | 45,085 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $764,190 | 45,085 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $819,145 | 45,132 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $762,793 | 46,286 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $707,018 | 49,966 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $895,598 | 51,979 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $858,082 | 56,194 | Shares | Sole | 2023-12-05 | |
| 2023-06-30 | $1,115,097 | 59,125 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,155,334 | 59,769 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,153,001 | 59,834 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,345,116 | 64,514 | Shares | Sole | 2022-10-11 | |
| No filing history on record for this holder in this stock. | ||||||