Position in HR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$446,174
+$3,830 QoQ
Shares Held
26,261
+0.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 82%
Shared 5%
None 13%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Corient Private Wealth LLC holds $56,147,180 across 10 REIT - Healthcare Facilities names. HR ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
109,148 | $21,579,650 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
390,551 | $17,113,944 | |
| 3 | VTR |
Ventas, Inc.
|
79,256 | $6,481,554 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
94,691 | $3,470,424 | |
| 5 | MPT |
Medical Properties Trust Inc
|
577,660 | $2,674,565 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
128,925 | $2,479,227 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
86,773 | $1,425,679 | |
| 8 | HR |
Healthcare Realty Trust Inc
This page
|
26,261 | $446,174 |
All Filings in HR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $446,174 | 26,261 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $442,344 | 26,097 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $438,850 | 24,340 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $342,940 | 21,623 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $322,316 | 19,072 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $347,559 | 20,505 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $346,882 | 19,112 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $283,604 | 17,209 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $255,067 | 18,026 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $232,501 | 13,494 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||