Position in HR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,151
+$1,304 QoQ
Shares Held
305
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#396
of 447 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Clearstead Advisors, LLC holds $3,139,560 across 16 REIT - Healthcare Facilities names. HR ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
9,777 | $2,219,085 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
27,233 | $582,786 | |
| 3 | VTR |
Ventas, Inc.
|
2,230 | $198,024 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
1,639 | $66,133 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
583 | $27,797 | |
| 6 | NHI |
National Health Investors Inc
|
318 | $24,250 | |
| 7 | HR |
Healthcare Realty Trust Inc
This page
|
305 | $6,151 | |
| 8 | MPT |
Medical Properties Trust Inc
|
1,280 | $5,913 |
All Filings in HR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,151 | 305 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $4,847 | 286 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,464 | 414 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $2,957 | 175 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||