Beaird Harris Wealth Management, LLC
Position in HR — Healthcare Realty Trust Inc
CIK 1908938
DALLAS, TX
Position in HR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,548
-$8,609 QoQ
Shares Held
150
-74.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Beaird Harris Wealth Management, LLC holds $4,541 across 3 REIT - Healthcare Facilities names.
All Filings in HR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,548 | 150 | Shares | Sole | 2026-05-14 | |
| 2022-12-31 | $11,157 | 579 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||