Position in HR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$321,247
+$35,663 QoQ
Shares Held
15,927
-5.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#280
of 456 holders
Holding Since
Mar 2026
2 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, 2026VestGen Advisors, LLC holds $2,858,031 across 5 REIT - Healthcare Facilities names. HR ranks #3 (11.2% of the industry book) .
All Filings in HR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,247 | 15,927 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $285,584 | 16,809 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||