Position in HR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,811,772
+$722,302 QoQ
Shares Held
337,718
-5.8% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#90
of 459 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026IEQ CAPITAL, LLC holds $30,734,169 across 8 REIT - Healthcare Facilities names. HR ranks #2 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
156,680 | $13,913,183 | |
| 2 | HR |
Healthcare Realty Trust Inc
This page
|
337,718 | $6,811,772 | |
| 3 | MPT |
Medical Properties Trust Inc
|
783,911 | $3,621,668 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
32,924 | $1,569,816 | |
| 5 | WELL |
Welltower Inc.
|
6,504 | $1,476,212 | |
| 6 | UHT |
Universal Health Realty Income Trust
|
31,448 | $1,379,309 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
56,814 | $1,215,819 | |
| 8 | CHCT |
Community Healthcare Trust Inc
|
40,831 | $746,390 |
All Filings in HR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,811,772 | 337,718 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $6,089,470 | 358,415 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,983,521 | 235,016 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,284,633 | 182,176 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $419,782 | 26,468 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $378,272 | 22,383 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $659,338 | 38,899 | Shares | Other | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||