Position in HRI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,487,379
+$1,271,774 QoQ
Shares Held
17,353
+42.1% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#113
of 333 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $14,750,061 across 15 Rental & Leasing Services names. HRI ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
10,543 | $11,944,059 | |
| 2 | HRI |
Herc Holdings Inc
This page
|
17,353 | $2,487,379 | |
| 3 | HTZ |
Hertz Global Holdings, Inc
|
96,376 | $218,291 | |
| 4 | R |
Ryder System Inc
|
205 | $54,072 | |
| 5 | AER |
AerCap Holdings N.V.
|
122 | $17,785 | |
| 6 | CTOS |
Custom Truck One Source, Inc.
|
834 | $9,849 | |
| 7 | GATX |
Gatx Corp
|
40 | $7,087 | |
| 8 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
50 | $3,740 |
All Filings in HRI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,487,379 | 17,353 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,215,605 | 12,211 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $116 | 1 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,502 | 19 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,476 | 11 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,082 | 11 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,275 | 8 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,066 | 8 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,346 | 8 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,191 | 8 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $951 | 8 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $16,011 | 117 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,049,702 | 9,216 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $10 | 171 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $18,698 | 180 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $16,227 | 180 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $30,076 | 180 | Shares | Sole | 2022-09-06 | |
| 2021-09-30 | $269,055 | 1,646 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $195,562 | 1,745 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $149,259 | 1,473 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $26,630 | 401 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $39 | 1 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $30 | 1 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $20 | 1 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||