CGC Financial Services, LLC
Position in HR — Healthcare Realty Trust Inc
CIK 1992785
LAKE OSWEGO, OR
Position in HR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$10,690
+$1,686 QoQ
Shares Held
530
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#389
of 456 holders
Holding Since
Jun 2023
13 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, 2026CGC Financial Services, LLC holds $30,200 across 2 REIT - Healthcare Facilities names. HR ranks #2 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBRA |
Sabra Health Care REIT, Inc.
|
1,000 | $19,510 | |
| 2 | HR |
Healthcare Realty Trust Inc
This page
|
530 | $10,690 |
All Filings in HR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,690 | 530 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $9,004 | 530 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $8,983 | 530 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,555 | 530 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $8,405 | 530 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,957 | 530 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $8,983 | 530 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $9,619 | 530 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $8,734 | 530 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $7,499 | 530 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $9,131 | 530 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $8,093 | 530 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $9,995 | 530 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||