Synergy Investment Management, LLC

Position in HR — Healthcare Realty Trust Inc

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in HR

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

Position Value

$90,886

+$54,681 QoQ

Shares Held

4,506

+111.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#337

of 456 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Synergy Investment Management, LLC holds $129,827 across 6 REIT - Healthcare Facilities names. HR ranks #1 (70.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HR	Healthcare Realty Trust Inc This page	4,506	$90,886
2	VTR	Ventas, Inc.	182	$16,161
3	WELL	Welltower Inc.	57	$12,937
4	LTC	Ltc Properties Inc	118	$4,537
5	DOC	Healthpeak Properties, Inc.	199	$4,258
6	OHI	Omega Healthcare Investors Inc	22	$1,048

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$90,886	4,506	+111.5%	Shares	Sole	2026-08-14
2026-03-31	$36,205	2,131	0.0%	Shares	Sole	2026-05-15
2025-03-31	$36,013	2,131	0.0%	Shares	Sole	2025-04-30
2024-12-31	$36,120	2,131	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.