Position in HR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$839,697
+$168,032 QoQ
Shares Held
41,631
+5.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#197
of 456 holders
Holding Since
Jun 2025
5 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, 2026Ethic Inc. holds $40,540,671 across 9 REIT - Healthcare Facilities names. HR ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
117,057 | $26,568,427 | |
| 2 | VTR |
Ventas, Inc.
|
99,147 | $8,804,253 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
47,164 | $2,248,779 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
48,741 | $1,043,057 | |
| 5 | HR |
Healthcare Realty Trust Inc
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|
41,631 | $839,697 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
6,924 | $361,086 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
7,484 | $301,979 | |
| 8 | DHC |
Diversified Healthcare Trust
|
28,107 | $261,395 |
All Filings in HR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $839,697 | 41,631 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $671,665 | 39,533 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $805,904 | 47,546 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $721,236 | 40,002 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $415,151 | 26,176 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||