Position in HR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,577,927
-$38,855 QoQ
Shares Held
127,810
-17.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#139
of 459 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $134,826,940 across 14 REIT - Healthcare Facilities names. HR ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
336,691 | $76,418,753 | |
| 2 | VTR |
Ventas, Inc.
|
179,344 | $15,925,746 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
247,865 | $11,818,201 | |
| 4 | XRN |
Chiron Real Estate Inc.
|
267,266 | $10,027,819 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
297,250 | $6,361,148 | |
| 6 | UHT |
Universal Health Realty Income Trust
|
94,934 | $4,163,804 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
97,892 | $3,949,941 | |
| 8 | HR |
Healthcare Realty Trust Inc
This page
|
127,810 | $2,577,927 |
All Filings in HR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,577,927 | 127,810 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,616,782 | 154,019 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,493,022 | 147,081 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,749,682 | 152,506 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,818,654 | 177,721 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,810,276 | 107,117 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,130,021 | 125,665 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,537,812 | 84,728 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,230,791 | 74,684 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,085,036 | 76,681 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,348,126 | 78,243 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $586,016 | 38,377 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,069,545 | 109,732 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,311,385 | 67,842 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $670,075 | 34,773 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $820,801 | 39,367 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||