ACTION POINT FINANCIAL PLANNING, LLC
Position in HR — Healthcare Realty Trust Inc
CIK 2116119
GRAND RAPIDS, MI
Position in HR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,690
New position
Shares Held
183
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#418
of 456 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $1,462,509 across 11 REIT - Healthcare Facilities names. HR ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
25,297 | $1,319,232 | |
| 2 | WELL |
Welltower Inc.
|
362 | $82,156 | |
| 3 | SILA |
Sila Realty Trust, Inc.
|
696 | $21,130 | |
| 4 | VTR |
Ventas, Inc.
|
182 | $16,157 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
162 | $7,722 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
100 | $4,034 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
178 | $3,808 | |
| 8 | HR |
Healthcare Realty Trust Inc
This page
|
183 | $3,690 |
All Filings in HR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,690 | 183 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||