Position in HR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,017
+$318 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#425
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, 2026HM PAYSON & CO holds $267,263 across 6 REIT - Healthcare Facilities names. HR ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
811 | $184,071 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
886 | $42,244 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
1,069 | $22,876 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
375 | $15,131 | |
| 5 | HR |
Healthcare Realty Trust Inc
This page
|
100 | $2,017 | |
| 6 | MPT |
Medical Properties Trust Inc
|
200 | $924 |
All Filings in HR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,017 | 100 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,699 | 100 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,695 | 100 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,803 | 100 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,586 | 100 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $1,690 | 100 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,695 | 100 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,815 | 100 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,648 | 100 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,415 | 100 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $1,723 | 100 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,527 | 100 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,886 | 100 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,933 | 100 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,927 | 100 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,085 | 100 | Shares | Sole | 2022-10-25 | |
| No filing history on record for this holder in this stock. | ||||||