Skip to main content

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

HR holding history

Healthcare Realty Trust Inc in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HR overviewAll 13F holders of HRFull Q2 2026 holdings

Shares (Q2 2026)
305
Value
$6.15K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2021
Holdings of HR by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026305$6.15K<0.1%+305NewHolders
Q1 20260$00.0%−286−100.0%Sold outHolders
Q4 2025286$4.85K<0.1%−128−30.9%ReducedHolders
Q3 2025414$7.46K<0.1%+414NewHolders
Q2 20250$00.0%−175−100.0%Sold outHolders
Q1 2025175$2.96K<0.1%+175NewHolders
Q3 20210$00.0%−40−100.0%Sold outHolders
Q2 202140$1.00K<0.1%+40NewHolders