Skip to content
Disclosery

HR HEALTHCARE RLTY TR

Follow

REIT (common), issuer CIK 1360604

445 managers (463 13F filers) reported a position in HR shares at 2026-06-30, 377,439,591 shares in all. 57 filers opened a position and 41 filers sold out during the quarter.

Managers
445
13F filers
463
New
57
Added
167
Reduced
146
Sold out
41
Shares held by filers
377,439,591

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Fortitude Family Office, LLC214$4.32K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC213$4.3K<0.01%new13F-HRTimeline
Key Financial Inc200$4.03K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC200$4.03K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC186$3.96K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS183$3.67K<0.01%new13F-HRTimeline
Rossby Financial, LCC179$3.61K<0.01%+6613F-HRTimeline
Physician Wealth Advisors, Inc.170$3.43K<0.01%+5213F-HRTimeline
CVA Family Office, LLC153$3.09K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.145$2.92K<0.01%new13F-HRTimeline
Sankala Group LLC127$2.43K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.100$2.03K<0.01%013F-HRTimeline
DANSKE BANK A/S100$2.02K<0.01%013F-HRTimeline
HM PAYSON & CO100$2.02K<0.01%013F-HRTimeline
Cromwell Holdings LLC86$1.74K<0.01%+4613F-HRTimeline
N.E.W. Advisory Services LLC79$1.59K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…67$1.36K<0.01%-513F-HRTimeline
Dunhill Financial, LLC67$1.36K<0.01%013F-HRTimeline
Manchester Capital Management LLC67$1.35K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC60$1.21K<0.01%013F-HR/ATimeline
Bare Financial Services, Inc59$1.19K<0.01%-13513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.57$1.15K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC35$1K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC45$908<0.01%013F-HRTimeline
PRIVATE TRUST CO NA44$887<0.01%-1813F-HRTimeline
Planning Strategies Inc.42$847<0.01%13F-HRTimeline
Buck Wealth Strategies, LLC37$746<0.01%new13F-HRTimeline
SHP Wealth Management34$686<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…34$685<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.32$645<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…31$625<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC31$625<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC28$565<0.01%013F-HRTimeline
Bogart Wealth, LLC28$565<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp20$404<0.01%013F-HRTimelineGroup
JPL Wealth Management, LLC20$404<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC15$303<0.01%013F-HRTimeline
Caitlin John, LLC14$272<0.01%-2413F-HRTimeline
Quarry LP9$182<0.01%-3,39613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.8$162<0.01%013F-HR/ATimeline
GROUP ONE TRADING LLC7$141<0.01%new13F-HRTimeline
Silicon Valley Capital Partners4$83<0.01%013F-HRTimeline
Hughes Financial Services, LLC2$40<0.01%013F-HRTimeline
Evolution Advisers, Inc.10$00%new13F-HRTimelineValue filed as zero, left out of ratios.
NFSG Corp0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.