CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in HR — Healthcare Realty Trust Inc
CIK 884546
SAN FRANCISCO, CA
Position in HR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$150,075,086
+$25,525,542 QoQ
Shares Held
7,440,510
+1.5% QoQ
Ownership
2.17%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#10
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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $4,087,627,373 across 18 REIT - Healthcare Facilities names. HR ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
9,394,281 | $2,132,219,958 | |
| 2 | VTR |
Ventas, Inc.
|
6,942,709 | $616,512,558 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
11,940,893 | $255,535,110 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
4,818,440 | $229,743,218 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
4,682,918 | $188,955,741 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
2,963,670 | $154,555,390 | |
| 7 | HR |
Healthcare Realty Trust Inc
This page
|
7,440,510 | $150,075,086 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
4,840,401 | $94,436,223 |
All Filings in HR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,075,086 | 7,440,510 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $124,549,544 | 7,330,756 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $119,213,062 | 7,033,219 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $122,911,808 | 6,817,072 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $88,218,252 | 5,562,311 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $92,446,363 | 5,470,199 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $90,363,501 | 5,331,180 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $96,554,279 | 5,319,795 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $87,568,045 | 5,313,595 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $74,164,791 | 5,241,328 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $87,315,936 | 5,067,669 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $76,144,282 | 4,986,528 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $93,168,060 | 4,939,982 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $95,610,761 | 4,946,237 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $95,150,654 | 4,937,761 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $99,160,515 | 4,755,900 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||