Vanguard Personalized Indexing Management, LLC
Position in HR — Healthcare Realty Trust Inc
CIK 1767306
OAKLAND, CA
Position in HR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,499,921
+$186,119 QoQ
Shares Held
74,364
-3.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#163
of 456 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $35,754,144 across 11 REIT - Healthcare Facilities names. HR ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
92,710 | $21,042,388 | |
| 2 | VTR |
Ventas, Inc.
|
60,751 | $5,394,688 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
86,334 | $1,847,547 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
37,780 | $1,801,350 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
39,167 | $1,580,388 | |
| 6 | HR |
Healthcare Realty Trust Inc
This page
|
74,364 | $1,499,921 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
35,070 | $684,215 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
11,611 | $605,513 |
All Filings in HR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,499,921 | 74,364 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,313,802 | 77,328 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,268,012 | 74,809 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,408,269 | 78,107 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,155,924 | 72,883 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,158,359 | 68,542 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,182,855 | 69,785 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,260,789 | 69,465 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,098,457 | 66,654 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $930,008 | 65,725 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,326,951 | 77,014 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $398,974 | 26,128 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $734,993 | 38,971 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $782,014 | 40,456 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $677,880 | 35,178 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||