MONEY CONCEPTS CAPITAL CORP

Position in HR — Healthcare Realty Trust Inc

CIK 716851 PALM BEACH GARDENS, FL

Position in HR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$237,360

-$846,686 QoQ

Shares Held

11,768

-81.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#304

of 456 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

MONEY CONCEPTS CAPITAL CORP holds $866,066 across 2 REIT - Healthcare Facilities names. HR ranks #2 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WELL	Welltower Inc.	2,770	$628,706
2	HR	Healthcare Realty Trust Inc This page	11,768	$237,360

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$237,360	11,768	-81.6%	Shares	Sole	2026-08-04
2026-03-31	$1,084,046	63,805	+3.6%	Shares	Sole	2026-04-30
2025-12-31	$1,044,069	61,597	-0.6%	Shares	Sole	2026-02-04
2025-09-30	$1,117,319	61,970	+3.9%	Shares	Sole	2025-11-04
2025-06-30	$945,826	59,636	+22.2%	Shares	Sole	2025-08-14
2025-03-31	$824,838	48,807	+11.0%	Shares	Sole	2025-04-24
2024-12-31	$745,477	43,981	+6.4%	Shares	Sole	2025-01-27
2024-09-30	$750,212	41,334	+5.2%	Shares	Sole	2024-10-31
2024-06-30	$647,565	39,294	+13.2%	Shares	Sole	2024-08-02
2024-03-31	$490,990	34,699	+9.6%	Shares	Sole	2024-05-01
2023-12-31	$545,415	31,655	+13.3%	Shares	Sole	2024-02-12
2023-09-30	$426,445	27,927	+5.8%	Shares	Sole	2023-11-01
2023-06-30	$498,054	26,408	-80.5%	Shares	Sole	2023-08-01
2023-03-31	$2,619,930	135,537	+6.8%	Shares	Sole	2023-05-01
2022-12-31	$2,444,765	126,869	+4.1%	Shares	Sole	2023-02-14
2022-09-30	$2,541,260	121,883	—	Shares	Sole	2022-10-27
No filing history on record for this holder in this stock.