EVOLVE PRIVATE WEALTH, LLC

Position in HR — Healthcare Realty Trust Inc

CIK 2111131 LOS ANGELES, CA

Position in HR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$288,471

+$32,381 QoQ

Shares Held

14,302

-5.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#293

of 456 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Real Estate · as of Jun 30, 2026

EVOLVE PRIVATE WEALTH, LLC holds $1,778,200 across 5 REIT - Healthcare Facilities names. HR ranks #3 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AHR	American Healthcare REIT, Inc.	15,042	$784,440
2	VTR	Ventas, Inc.	3,669	$325,807
3	HR	Healthcare Realty Trust Inc This page	14,302	$288,471
4	OHI	Omega Healthcare Investors Inc	4,580	$218,374
5	MPT	Medical Properties Trust Inc	34,872	$161,108

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$288,471	14,302	-5.1%	Shares	Defined	2026-08-12
2026-03-31	$256,090	15,073	+10.9%	Shares	Sole	2026-04-16
2025-12-31	$230,452	13,596	—	Shares	Defined	2026-02-17
No filing history on record for this holder in this stock.