Position in HR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,034
+$636 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#416
of 456 holders
Holding Since
Jun 2025
5 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, 2026Key Financial Inc holds $348,031 across 6 REIT - Healthcare Facilities names. HR ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,240 | $281,442 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
1,042 | $49,682 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
481 | $10,293 | |
| 4 | HR |
Healthcare Realty Trust Inc
This page
|
200 | $4,034 | |
| 5 | LTC |
Ltc Properties Inc
|
67 | $2,576 | |
| 6 | MPT |
Medical Properties Trust Inc
|
1 | $4 |
All Filings in HR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,034 | 200 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,398 | 200 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,390 | 200 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,606 | 200 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,172 | 200 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||