Position in HR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$556,308
+$87,707 QoQ
Shares Held
27,581
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#226
of 456 holders
Holding Since
Mar 2026
2 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, 2026Haverford Trust Co holds $818,912 across 2 REIT - Healthcare Facilities names. HR ranks #1 (67.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HR |
Healthcare Realty Trust Inc
This page
|
27,581 | $556,308 | |
| 2 | WELL |
Welltower Inc.
|
1,157 | $262,604 |
All Filings in HR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,308 | 27,581 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $468,601 | 27,581 | Shares | Defined | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||