Prestige Wealth Management Group LLC
Position in HR — Healthcare Realty Trust Inc
CIK 1772715
FLEMINGTON, NJ
Position in HR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$907
+$143 QoQ
Shares Held
45
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#436
of 456 holders
Holding Since
Jun 2022
17 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, 2026Prestige Wealth Management Group LLC holds $1,614,434 across 7 REIT - Healthcare Facilities names. HR ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
5,283 | $1,199,081 | |
| 2 | VTR |
Ventas, Inc.
|
4,066 | $361,060 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
658 | $34,314 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
352 | $16,783 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
39 | $1,573 | |
| 6 | HR |
Healthcare Realty Trust Inc
This page
|
45 | $907 | |
| 7 | MPT |
Medical Properties Trust Inc
|
155 | $716 |
All Filings in HR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $907 | 45 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $764 | 45 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $762 | 45 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $26,161 | 1,451 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $23,012 | 1,451 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $24,521 | 1,451 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $24,593 | 1,451 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $26,334 | 1,451 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $23,911 | 1,451 | Shares | Sole | 2026-02-20 | |
| 2024-03-31 | $19,894 | 1,406 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $24,225 | 1,406 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $21,774 | 1,426 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $26,517 | 1,406 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $27,177 | 1,406 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $27,093 | 1,406 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $34,444 | 1,652 | Shares | Other | 2022-11-01 | |
| 2022-06-30 HTA | — | 1,439 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||