Position in HR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,924,117
+$949,476 QoQ
Shares Held
113,250
+97.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $50,963,328 across 14 REIT - Healthcare Facilities names. HR ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
138,210 | $27,325,499 | |
| 2 | VTR |
Ventas, Inc.
|
98,408 | $8,047,806 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
137,146 | $6,009,737 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
53,240 | $2,510,798 | |
| 5 | HR |
Healthcare Realty Trust Inc
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|
113,250 | $1,924,117 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
59,643 | $1,146,934 | |
| 7 | MPT |
Medical Properties Trust Inc
|
215,186 | $996,311 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
23,082 | $845,955 |
All Filings in HR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,924,117 | 113,250 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $974,641 | 57,501 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $965,758 | 53,564 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $263,307 | 16,602 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $575,140 | 34,032 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $721,815 | 42,585 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $372,365 | 20,516 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $316,959 | 19,233 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $307,621 | 21,740 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $399,546 | 23,189 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $303,857 | 19,899 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $410,412 | 21,761 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $348,751 | 18,042 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $377,441 | 19,587 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $326,490 | 15,659 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||