MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Position in HR — Healthcare Realty Trust Inc
CIK 912938
Boston, MA
Position in HR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$81,223,619
+$8,631,162 QoQ
Shares Held
4,026,952
-5.8% QoQ
Ownership
1.17%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#19
of 456 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 65%
Shared 32%
None 3%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $582,207,043 across 6 REIT - Healthcare Facilities names. HR ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
4,415,869 | $392,129,165 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
4,230,551 | $90,533,790 | |
| 3 | HR |
Healthcare Realty Trust Inc
This page
|
4,026,952 | $81,223,619 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
436,602 | $17,616,890 | |
| 5 | DHC |
Diversified Healthcare Trust
|
48,994 | $455,643 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
5,200 | $247,936 |
All Filings in HR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,223,619 | 4,026,952 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $72,592,457 | 4,272,658 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $97,670,457 | 5,762,269 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $122,288,201 | 6,782,485 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $108,790,922 | 6,859,453 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $100,817,201 | 5,965,515 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||