YOUSIF CAPITAL MANAGEMENT, LLC
Position in HR — Healthcare Realty Trust Inc
CIK 1858789
BLOOMFIELD HILLS, MI
Position in HR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,642,987
+$156,787 QoQ
Shares Held
81,457
-6.9% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#154
of 456 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $45,953,021 across 11 REIT - Healthcare Facilities names. HR ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
98,192 | $22,286,638 | |
| 2 | VTR |
Ventas, Inc.
|
72,425 | $6,431,340 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
91,655 | $4,370,110 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
58,758 | $3,064,229 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
64,173 | $2,589,380 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
100,224 | $2,144,793 | |
| 7 | HR |
Healthcare Realty Trust Inc
This page
|
81,457 | $1,642,987 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
69,448 | $1,354,930 |
All Filings in HR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,642,987 | 81,457 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,486,200 | 87,475 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,599,012 | 94,337 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,734,954 | 96,226 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,653,056 | 104,228 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,810,902 | 107,154 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,871,415 | 110,408 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,366,941 | 130,410 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,545,550 | 154,463 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,384,925 | 168,546 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,976,051 | 172,725 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,645,328 | 173,237 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,444,816 | 182,652 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,656,076 | 189,140 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,658,505 | 189,855 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $3,990,585 | 191,395 | Shares | Sole | 2022-11-04 | |
| No filing history on record for this holder in this stock. | ||||||