NEOS Investment Management LLC
Position in HR — Healthcare Realty Trust Inc
CIK 2001019
Westport, CT
Position in HR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,529,612
+$392,744 QoQ
Shares Held
75,836
+13.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#161
of 456 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026NEOS Investment Management LLC holds $82,984,231 across 6 REIT - Healthcare Facilities names. HR ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
248,161 | $56,325,102 | |
| 2 | VTR |
Ventas, Inc.
|
174,633 | $15,507,410 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
263,738 | $5,643,993 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
62,230 | $2,967,126 | |
| 5 | HR |
Healthcare Realty Trust Inc
This page
|
75,836 | $1,529,612 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
51,819 | $1,010,988 |
All Filings in HR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,529,612 | 75,836 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,136,868 | 66,914 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $827,566 | 48,824 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $614,534 | 34,084 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $266,162 | 16,782 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||