Position in HR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$529,442
New position
Shares Held
26,249
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#229
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, 202644 WEALTH MANAGEMENT LLC holds $1,070,311 across 2 REIT - Healthcare Facilities names. HR ranks #2 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
2,383 | $540,869 | |
| 2 | HR |
Healthcare Realty Trust Inc
This page
|
26,249 | $529,442 |
All Filings in HR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,442 | 26,249 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||