Position in HR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$28,802
+$4,830 QoQ
Shares Held
1,428
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#366
of 456 holders
Holding Since
Dec 2023
10 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, 2026Wiser Advisor Group LLC holds $257,893 across 4 REIT - Healthcare Facilities names. HR ranks #4 (11.2% of the industry book) .
All Filings in HR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,802 | 1,428 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $23,972 | 1,411 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $23,611 | 1,393 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $24,773 | 1,374 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $22,426 | 1,327 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $22,068 | 1,302 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $24,629 | 1,357 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $21,984 | 1,334 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $18,493 | 1,307 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $22,019 | 1,278 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||