Position in HR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$212,148
+$32,258 QoQ
Shares Held
10,518
-0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#49
of 105 holders
Holding Since
Mar 2023
14 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, 2026PFG Investments, LLC holds $7,035,760 across 8 REIT - Healthcare Facilities names. HR ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
8,278 | $1,878,857 | |
| 2 | SILA |
Sila Realty Trust, Inc.
|
54,198 | $1,645,451 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
33,826 | $1,612,823 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
31,000 | $663,400 | |
| 5 | MPT |
Medical Properties Trust Inc
|
84,859 | $392,048 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
6,425 | $335,063 | |
| 7 | VTR |
Ventas, Inc.
|
3,333 | $295,970 | |
| 8 | HR |
Healthcare Realty Trust Inc
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|
10,518 | $212,148 |
All Filings in HR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,148 | 10,518 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $179,890 | 10,588 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $191,128 | 11,276 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $240,412 | 13,334 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $209,336 | 13,199 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $238,222 | 14,096 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $278,725 | 16,444 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $298,295 | 16,435 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $270,782 | 16,431 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $923,768 | 65,284 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $299,457 | 17,380 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $269,790 | 17,668 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $330,804 | 17,540 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $336,844 | 17,426 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||