Position in HR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,616,782
+$123,760 QoQ
Shares Held
154,019
+4.7% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $100,825,445 across 13 REIT - Healthcare Facilities names. HR ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
295,621 | $58,447,226 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
249,529 | $10,934,359 | |
| 3 | XRN |
Chiron Real Estate Inc.
|
269,055 | $8,900,339 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
341,314 | $5,607,787 | |
| 5 | VTR |
Ventas, Inc.
|
51,399 | $4,203,409 | |
| 6 | UHT |
Universal Health Realty Income Trust
|
93,638 | $3,789,529 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
98,711 | $3,617,757 | |
| 8 | HR |
Healthcare Realty Trust Inc
This page
|
154,019 | $2,616,782 |
All Filings in HR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||