Modern Wealth Management, LLC

Position in HR — Healthcare Realty Trust Inc

CIK 2001900 KANSAS CITY, MO

Position in HR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$350,130

+$133,713 QoQ

Shares Held

17,359

+36.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#268

of 456 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Real Estate · as of Jun 30, 2026

Modern Wealth Management, LLC holds $6,554,326 across 7 REIT - Healthcare Facilities names. HR ranks #4 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AHR	American Healthcare REIT, Inc.	67,175	$3,503,175
2	WELL	Welltower Inc.	6,649	$1,509,120
3	DOC	Healthpeak Properties, Inc.	19,964	$427,227
4	HR	Healthcare Realty Trust Inc This page	17,359	$350,130
5	OHI	Omega Healthcare Investors Inc	6,104	$291,036
6	MPT	Medical Properties Trust Inc	51,354	$237,254
7	VTR	Ventas, Inc.	2,662	$236,384

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$350,130	17,359	+36.3%	Shares	Other	2026-08-14
2026-03-31	$216,417	12,738	-2.2%	Shares	Other	2026-05-14
2025-12-31	$220,806	13,027	+0.3%	Shares	Sole	2026-02-17
2025-09-30	$234,245	12,992	+0.6%	Shares	Other	2025-11-12
2025-06-30	$204,736	12,909	-9.5%	Shares	Sole	2025-11-12
2025-03-31	$240,993	14,260	+0.1%	Shares	Other	2025-06-02
2024-12-31	$241,367	14,240	-3.1%	Shares	Other	2025-05-30
2024-09-30	$266,641	14,691	+13.7%	Shares	Sole	2025-05-30
2024-06-30	$213,020	12,926	0.0%	Shares	Sole	2025-05-29
2024-03-31	$182,902	12,926	-1.7%	Shares	Sole	2025-05-29
2023-12-31	$226,453	13,143	—	Shares	Sole	2025-05-28
No filing history on record for this holder in this stock.