COMMONWEALTH EQUITY SERVICES, LLC
Position in HR — Healthcare Realty Trust Inc
CIK 312272
WALTHAM, MA
Position in HR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$732,534
-$20,972 QoQ
Shares Held
36,318
-18.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#208
of 456 holders
Holding Since
Sep 2022
16 quarters on record
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $97,068,345 across 12 REIT - Healthcare Facilities names. HR ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
731,929 | $38,170,097 | |
| 2 | WELL |
Welltower Inc.
|
79,940 | $18,143,981 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
692,527 | $14,820,077 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
294,811 | $14,056,588 | |
| 5 | VTR |
Ventas, Inc.
|
53,839 | $4,780,903 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
151,456 | $2,954,906 | |
| 7 | SILA |
Sila Realty Trust, Inc.
|
28,456 | $863,924 | |
| 8 | NHI |
National Health Investors Inc
|
11,121 | $848,087 |
All Filings in HR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,534 | 36,318 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $753,506 | 44,350 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $831,109 | 49,033 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $945,673 | 52,450 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $912,838 | 57,556 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $968,251 | 57,293 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $816,752 | 48,186 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $877,334 | 48,338 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,116,190 | 67,730 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $974,935 | 68,900 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,439,135 | 83,525 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,240,137 | 81,214 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,513,722 | 80,261 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,539,421 | 79,639 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,676,721 | 87,012 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,854,670 | 88,953 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||