Position in HR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$639,163
-$93,619 QoQ
Shares Held
37,620
-13.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Sanctuary Advisors, LLC holds $46,248,336 across 9 REIT - Healthcare Facilities names. HR ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
183,420 | $36,263,968 | |
| 2 | VTR |
Ventas, Inc.
|
47,318 | $3,869,666 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
141,835 | $2,330,349 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
44,386 | $1,944,994 | |
| 5 | HR |
Healthcare Realty Trust Inc
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|
37,620 | $639,163 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
14,854 | $544,399 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
7,484 | $352,945 | |
| 8 | XRN |
Chiron Real Estate Inc.
|
6,358 | $210,322 |
All Filings in HR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $639,163 | 37,620 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $732,782 | 43,232 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $688,349 | 38,178 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $459,781 | 28,990 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $194,924 | 11,534 | Shares | Sole | 2026-01-06 | |
| 2024-09-30 | $203,044 | 11,187 | Shares | Sole | 2024-11-25 | |
| No filing history on record for this holder in this stock. | ||||||