Clay Northam Wealth Management, LLC

Position in HR — Healthcare Realty Trust Inc

CIK 1915687 HUNTINGTON BEACH, CA

Position in HR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$314,268

+$47,237 QoQ

Shares Held

15,581

-0.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#282

of 456 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Clay Northam Wealth Management, LLC holds $314,268 across 1 REIT - Healthcare Facilities name. HR ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HR	Healthcare Realty Trust Inc This page	15,581	$314,268

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$314,268	15,581	-0.9%	Shares	Sole	2026-08-11
2026-03-31	$267,031	15,717	0.0%	Shares	Sole	2026-04-28
2025-12-31	$266,403	15,717	-20.4%	Shares	Sole	2026-02-17
2025-09-30	$356,146	19,753	0.0%	Shares	Sole	2025-10-21
2025-06-30	$313,282	19,753	-0.4%	Shares	Sole	2025-07-17
2025-03-31	$335,093	19,828	-5.5%	Shares	Sole	2025-04-25
2024-12-31	$355,577	20,978	-13.3%	Shares	Sole	2025-01-24
2024-09-30	$439,266	24,202	-2.8%	Shares	Sole	2025-01-07
2024-06-30	$410,319	24,898	-1.0%	Shares	Sole	2024-07-19
2024-03-31	$355,844	25,148	-6.5%	Shares	Sole	2024-04-24
2023-12-31	$463,452	26,898	-3.4%	Shares	Sole	2024-01-23
2023-09-30	$425,238	27,848	-3.5%	Shares	Sole	2023-10-19
2023-06-30	$544,488	28,870	0.0%	Shares	Sole	2023-07-20
2023-03-31	$558,057	28,870	-0.5%	Shares	Sole	2023-04-20
2022-12-31	$559,119	29,015	0.0%	Shares	Sole	2023-02-15
2022-09-30	$604,962	29,015	—	Shares	Sole	2022-10-24
2022-06-30 HTA	—	29,015	-2.9%	Shares	Sole	2022-07-22
2022-03-31 HTA	—	29,874	-3.5%	Shares	Sole	2022-04-22
2021-12-31 HTA	—	30,966	—	Shares	Sole	2022-03-15
No filing history on record for this holder in this stock.