Position in HR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$101,603,932
+$18,433,688 QoQ
Shares Held
5,037,379
+2.9% QoQ
Ownership
1.47%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#14
of 456 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 93%
Shared 6%
None 1%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $3,639,138,158 across 17 REIT - Healthcare Facilities names. HR ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
8,479,319 | $1,924,551,031 | |
| 2 | VTR |
Ventas, Inc.
|
7,393,600 | $656,551,679 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
10,728,418 | $229,588,142 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
4,418,159 | $210,657,819 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
2,838,622 | $148,034,135 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
3,408,439 | $137,530,511 | |
| 7 | HR |
Healthcare Realty Trust Inc
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|
5,037,379 | $101,603,932 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
3,659,815 | $71,402,988 |
All Filings in HR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,603,932 | 5,037,379 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $83,170,244 | 4,895,247 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $85,062,691 | 5,018,448 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $90,393,187 | 5,013,488 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $77,179,357 | 4,866,290 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $87,859,024 | 5,198,759 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $92,590,152 | 5,462,546 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $101,559,937 | 5,595,589 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $96,511,591 | 5,856,286 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $77,273,755 | 5,461,043 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $95,689,146 | 5,553,636 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $83,613,707 | 5,475,685 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $103,391,442 | 5,482,049 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $103,416,483 | 5,350,051 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $100,981,831 | 5,240,365 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $109,140,135 | 5,234,539 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||