Position in HR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,742
+$1,672 QoQ
Shares Held
483
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#392
of 456 holders
Holding Since
Sep 2022
16 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, 2026Covestor Ltd holds $443,295 across 17 REIT - Healthcare Facilities names. HR ranks #12 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
3,948 | $159,301 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
1,243 | $59,266 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
1,878 | $40,189 | |
| 4 | VTR |
Ventas, Inc.
|
432 | $38,361 | |
| 5 | NHI |
National Health Investors Inc
|
444 | $33,859 | |
| 6 | WELL |
Welltower Inc.
|
142 | $32,229 | |
| 7 | MPT |
Medical Properties Trust Inc
|
3,089 | $14,271 | |
| 8 | SILA |
Sila Realty Trust, Inc.
|
384 | $11,658 |
All Filings in HR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,742 | 483 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,070 | 475 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,661 | 806 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $14,532 | 806 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $12,814 | 808 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,756 | 814 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $13,729 | 810 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,592 | 804 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $13,513 | 820 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $11,603 | 820 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $7,598 | 441 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,566 | 430 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,769 | 465 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $9,452 | 489 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $46,691 | 2,423 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $63,884 | 3,064 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||