Position in HR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$24,688
+$9,364 QoQ
Shares Held
1,224
+35.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#363
of 447 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Essential Partners LLC holds $723,782 across 15 REIT - Healthcare Facilities names. HR ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
4,021 | $357,064 | |
| 2 | WELL |
Welltower Inc.
|
707 | $160,467 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
1,588 | $75,715 | |
| 4 | MPT |
Medical Properties Trust Inc
|
7,364 | $34,021 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
1,413 | $27,567 | |
| 6 | HR |
Healthcare Realty Trust Inc
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|
1,224 | $24,688 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
1,024 | $21,913 | |
| 8 | CHCT |
Community Healthcare Trust Inc
|
555 | $10,145 |
All Filings in HR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,688 | 1,224 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $15,324 | 902 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $15,949 | 941 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $15,650 | 868 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $761 | 48 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||