Position in HR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$23,417
+$3,692 QoQ
Shares Held
1,161
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#373
of 456 holders
Holding Since
Dec 2024
7 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, 2026WOLFF WIESE MAGANA LLC holds $3,851,686 across 6 REIT - Healthcare Facilities names. HR ranks #4 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
174,701 | $3,738,601 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
832 | $43,388 | |
| 3 | WELL |
Welltower Inc.
|
105 | $23,831 | |
| 4 | HR |
Healthcare Realty Trust Inc
This page
|
1,161 | $23,417 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
460 | $21,932 | |
| 6 | MPT |
Medical Properties Trust Inc
|
112 | $517 |
All Filings in HR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,417 | 1,161 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $19,725 | 1,161 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $19,678 | 1,161 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $20,932 | 1,161 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $18,413 | 1,161 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $12,184 | 721 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $12,220 | 721 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||