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Livermore
Livermore
ZHEN

Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

HR holding history

Healthcare Realty Trust Inc in every 13F filed by Raffa Wealth Management, 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)
31
Value
$625
% of portfolio
<0.1%
Quarters held
33
Since Q1 2018
Holdings of HR by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631$625<0.1%00.0%UnchangedHolders
Q1 202631$527<0.1%00.0%UnchangedHolders
Q4 202531$525<0.1%00.0%UnchangedHolders
Q3 202531$559<0.1%00.0%UnchangedHolders
Q2 202531$492<0.1%00.0%UnchangedHolders
Q1 202531$524<0.1%00.0%UnchangedHolders
Q4 202431$525<0.1%00.0%UnchangedHolders
Q3 202431$563<0.1%00.0%UnchangedHolders
Q2 202431$511<0.1%00.0%UnchangedHolders
Q1 202431$439<0.1%00.0%UnchangedHolders
Q4 202331$534<0.1%00.0%UnchangedHolders
Q3 202331$473<0.1%00.0%UnchangedHolders
Q2 202331$585<0.1%00.0%UnchangedHolders
Q1 202331$599<0.1%00.0%UnchangedHolders
Q4 202231$597<0.1%00.0%UnchangedHolders
Q3 202231$646<0.1%−41−56.9%ReducedHolders
Q2 202272$2.01K<0.1%00.0%UnchangedHolders
Q1 202272$2.26K<0.1%00.0%UnchangedHolders
Q4 202172$2.40K<0.1%00.0%UnchangedHolders
Q3 202172$2.14K<0.1%00.0%UnchangedHolders
Q2 202172$1.92K<0.1%00.0%UnchangedHolders
Q1 202172$1.99K<0.1%00.0%UnchangedHolders
Q4 202072$1.98K<0.1%+39+118.2%Added–
Q3 202033$858<0.1%+2+6.5%Added–
Q2 202031$822<0.1%−175−85.0%Reduced–
Q1 2020206$5.00K<0.1%+175+564.5%Added–
Q4 201931$939<0.1%00.0%Unchanged–
Q3 201931$911<0.1%+31New–
Q2 20190$00.0%−31−100.0%Sold out–
Q1 201931$886<0.1%00.0%Unchanged–
Q4 201831$785<0.1%00.0%Unchanged–
Q3 201831$827<0.1%00.0%Unchanged–
Q2 201831$836<0.1%00.0%Unchanged–
Q1 201831$820<0.1%+31New–