Wealth Preservation Advisors, LLC
Position in HR — Healthcare Realty Trust Inc
CIK 1968434
CHATTANOOGA, TN
Position in HR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,463
New position
Shares Held
145
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Wealth Preservation Advisors, LLC holds $539,594 across 1 REIT - Healthcare Facilities name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
11,317 | $539,594 |
All Filings in HR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,463 | 145 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||