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HR HEALTHCARE RLTY TR

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REIT (common), issuer CIK 1360604

417 managers (428 13F filers) reported a position in HR shares at 2025-03-31, 368,627,418 shares in all. 52 filers opened a position and 40 filers sold out during the quarter.

Managers
417
13F filers
428
New
52
Added
143
Reduced
160
Sold out
40
Shares held by filers
368,627,418

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Physician Wealth Advisors, Inc.43$727<0.01%013F-HRTimeline
Financial Management Professionals, Inc.41$693<0.01%013F-HRTimeline
PRIVATE TRUST CO NA34$575<0.01%-613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…34$574<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC31$524<0.01%013F-HRTimeline
Hughes Financial Services, LLC30$508<0.01%new13F-HRTimeline
TFC Financial Management, Inc.28$474<0.01%new13F-HRTimeline
Dunhill Financial, LLC26$441<0.01%013F-HRTimeline
True Wealth Design, LLC17$288<0.01%-1,33013F-HRTimeline
Bruce G. Allen Investments, LLC15$254<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC13$220<0.01%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.8$136<0.01%-413F-HRTimeline
MATHER GROUP, LLC.6$101<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC1$16<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-98213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%-213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.