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CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

HR holding history

Healthcare Realty Trust Inc in every 13F filed by CWM 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)
2,801
Value
$56.5K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of HR by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,801$56.5K<0.1%+161+6.1%AddedHolders
Q1 20262,640$44.9K<0.1%+2,640NewHolders