Aprio Wealth Management, LLC

Position in HR — Healthcare Realty Trust Inc

CIK 1803519 ATLANTA, GA

Position in HR

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$257,429

+$40,365 QoQ

Shares Held

12,763

-0.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#298

of 456 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Aprio Wealth Management, LLC holds $1,903,561 across 3 REIT - Healthcare Facilities names. HR ranks #3 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	5,611	$1,273,528
2	VTR	Ventas, Inc.	4,196	$372,604
3	HR	Healthcare Realty Trust Inc This page	12,763	$257,429

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$257,429	12,763	-0.1%	Shares	Sole	2026-07-24
2026-03-31	$217,064	12,776	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.