Fifth Third Wealth Advisors LLC
Position in HR — Healthcare Realty Trust Inc
CIK 1899030
Cincinnati, OH
Position in HR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$253,072
+$39,338 QoQ
Shares Held
12,547
-0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#80
of 166 holders
Holding Since
Jun 2024
9 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, 2026Fifth Third Wealth Advisors LLC holds $7,234,086 across 9 REIT - Healthcare Facilities names. HR ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
19,813 | $4,496,956 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
28,417 | $608,123 | |
| 3 | VTR |
Ventas, Inc.
|
5,702 | $506,337 | |
| 4 | UHT |
Universal Health Realty Income Trust
|
9,265 | $406,362 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
8,027 | $382,727 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
5,191 | $270,710 | |
| 7 | HR |
Healthcare Realty Trust Inc
This page
|
12,547 | $253,072 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
5,445 | $219,705 |
All Filings in HR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,072 | 12,547 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $213,734 | 12,580 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $203,416 | 12,001 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $220,290 | 12,218 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $191,160 | 12,053 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $208,715 | 12,350 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $211,485 | 12,477 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $226,457 | 12,477 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $204,022 | 12,380 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||