Position in HR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,669,346
+$15,639,628 QoQ
Shares Held
1,024,757
+246.2% QoQ
Ownership
0.299%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#44
of 456 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $575,069,214 across 18 REIT - Healthcare Facilities names. HR ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,557,561 | $353,519,616 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
1,234,512 | $58,861,530 | |
| 3 | VTR |
Ventas, Inc.
|
563,347 | $50,025,212 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
1,261,645 | $26,999,201 | |
| 5 | HR |
Healthcare Realty Trust Inc
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|
1,024,757 | $20,669,346 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
349,595 | $18,231,378 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
433,115 | $17,476,187 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
694,899 | $13,557,478 |
All Filings in HR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,669,346 | 1,024,757 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,029,718 | 296,040 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $4,889,107 | 288,443 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,105,625 | 283,174 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,235,759 | 267,072 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,359,127 | 198,765 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,303,621 | 194,904 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,890,360 | 214,345 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $5,141,611 | 311,991 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,550,837 | 321,614 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $4,391,564 | 254,879 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,102,344 | 268,654 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,585,839 | 296,174 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $6,475,510 | 334,998 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $9,137,465 | 474,181 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,724,957 | 322,540 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||