Aventura Private Wealth, LLC

Position in HR — Healthcare Realty Trust Inc

CIK 2074418 AVENTURA, FL

Position in HR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,034

+$636 QoQ

Shares Held

200

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#415

of 456 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $290,583 across 5 REIT - Healthcare Facilities names. HR ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OHI	Omega Healthcare Investors Inc	4,415	$210,507
2	WELL	Welltower Inc.	315	$71,495
3	AHR	American Healthcare REIT, Inc.	79	$4,119
4	HR	Healthcare Realty Trust Inc This page	200	$4,034
5	DOC	Healthpeak Properties, Inc.	20	$428

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,034	200	0.0%	Shares	Sole	2026-07-15
2026-03-31	$3,398	200	0.0%	Shares	Sole	2026-05-06
2025-12-31	$3,390	200	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.