ELEVATION WEALTH PARTNERS, LLC

Position in HR — Healthcare Realty Trust Inc

CIK 1976256 WALNUT CREEK, CA

Position in HR

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$4,296

New position

Shares Held

213

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#414

of 456 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $69,310 across 5 REIT - Healthcare Facilities names. HR ranks #4 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OHI	Omega Healthcare Investors Inc	924	$44,056
2	WELL	Welltower Inc.	51	$11,575
3	VTR	Ventas, Inc.	70	$6,216
4	HR	Healthcare Realty Trust Inc This page	213	$4,296
5	DOC	Healthpeak Properties, Inc.	148	$3,167

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,296	213	—	Shares	Sole	2026-07-08
No filing history on record for this holder in this stock.