Position in HR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$302
+$48 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#450
of 456 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $297,915 across 5 REIT - Healthcare Facilities names. HR ranks #5 (0.1% of the industry book) .
All Filings in HR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302 | 15 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $254 | 15 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $254 | 15 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $270 | 15 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $237 | 15 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $253 | 15 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $254 | 15 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $272 | 15 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $247 | 15 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,995 | 141 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,429 | 141 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||