BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in HR — Healthcare Realty Trust Inc
CIK 2010186
CINCINNATI, OH
Position in HR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$20,331
+$3,206 QoQ
Shares Held
1,008
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#377
of 456 holders
Holding Since
Jun 2023
13 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $421,934 across 8 REIT - Healthcare Facilities names. HR ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
4,014 | $161,964 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
3,200 | $152,576 | |
| 3 | WELL |
Welltower Inc.
|
116 | $26,328 | |
| 4 | VTR |
Ventas, Inc.
|
296 | $26,284 | |
| 5 | HR |
Healthcare Realty Trust Inc
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|
1,008 | $20,331 | |
| 6 | SILA |
Sila Realty Trust, Inc.
|
643 | $19,521 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
639 | $13,674 | |
| 8 | MPT |
Medical Properties Trust Inc
|
272 | $1,256 |
All Filings in HR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,331 | 1,008 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $17,125 | 1,008 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $16,950 | 1,000 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $88,743 | 4,922 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $85,992 | 5,422 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $116,981 | 6,922 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $117,327 | 6,922 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $125,634 | 6,922 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $114,074 | 6,922 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $154,546 | 10,922 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $188,186 | 10,922 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $185,102 | 12,122 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $228,583 | 12,120 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||