Position in HR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,483,140
+$659,397 QoQ
Shares Held
73,532
+51.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#164
of 456 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026MML INVESTORS SERVICES, LLC holds $40,660,062 across 10 REIT - Healthcare Facilities names. HR ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
86,187 | $19,561,863 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
366,273 | $7,838,242 | |
| 3 | VTR |
Ventas, Inc.
|
70,563 | $6,265,994 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
39,230 | $1,870,486 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
37,271 | $1,503,884 | |
| 6 | HR |
Healthcare Realty Trust Inc
This page
|
73,532 | $1,483,140 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
26,617 | $1,388,076 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
15,208 | $296,708 |
All Filings in HR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,483,140 | 73,532 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $823,743 | 48,484 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $901,350 | 53,177 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $878,565 | 48,728 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $737,759 | 46,517 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $545,025 | 32,250 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $454,022 | 26,786 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $444,439 | 24,487 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $380,210 | 23,071 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $384,597 | 27,180 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $270,924 | 15,724 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||