Position in HR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$685
New position
Shares Held
34
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#441
of 456 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026SHP Wealth Management holds $161,917 across 9 REIT - Healthcare Facilities names. HR ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
412 | $93,511 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
550 | $26,224 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
908 | $17,715 | |
| 4 | UHT |
Universal Health Realty Income Trust
|
308 | $13,508 | |
| 5 | VTR |
Ventas, Inc.
|
71 | $6,304 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
154 | $3,295 | |
| 7 | HR |
Healthcare Realty Trust Inc
This page
|
34 | $685 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
9 | $363 |
All Filings in HR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $685 | 34 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||