Filing Research | HR - HEALTHCARE RLTY TR Institutional Holdings

Snapshot holdings

50 / 84 loaded

#		Instrument	quantity
1	Northside Capital Management, LLC	Shares	692.6KSH	$14.0M
2	Mizuho Markets Cayman LP	Shares	484.1KSH	$9.8M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	370.1KSH	$7.5M
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	333.0KSH	$6.7M
5	MIZUHO MARKETS AMERICAS LLC	Shares	165.0KSH	$3.3M
6	Police & Firemen's Retirement System of New Jersey	Shares	151.2KSH	$3.0M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	138.9KSH	$2.9M
8	Louisiana State Employees Retirement System	Shares	101.4KSH	$2.0M
9	Taylor Frigon Capital Management LLC	Shares	92.2KSH	$1.9M
10	Generali Investments CEE, investicni spolecnost, a.s.	Shares	90.0KSH	$1.8M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	81.5KSH	$1.6M
12	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	80.7KSH	$1.6M
13	Y-Intercept (Hong Kong) Ltd	Shares	74.8KSH	$1.5M
14	IFM Investors Pty Ltd	Shares	55.0KSH	$1.1M
15	Sequoia Financial Advisors, LLC	Shares	44.8KSH	$903.0K
16	J.W. COLE ADVISORS, INC.	Shares	43.7KSH	$880.5K
17	Advisory Resource Group	Shares	37.5KSH	$756.3K
18	Merit Financial Group, LLC	Shares	34.5KSH	$695.8K
19	Linden Thomas Advisory Services, LLC	Shares	31.6KSH	$636.7K
20	SIGNATUREFD, LLC	Shares	28.0KSH	$565.4K
21	SECURIAN ASSET MANAGEMENT, INC	Shares	25.6KSH	$544.8K
22	Sage Investment Counsel LLC	Shares	25.3KSH	$510.6K
23	ARMSTRONG ADVISORY GROUP, INC	Shares	19.4KSH	$392.2K
24	GREENLEAF TRUST	Shares	18.2KSH	$367.4K
25	Global Financial Private Client, LLC	Shares	16.9KSH	$340.4K
26	Aprio Wealth Management, LLC	Shares	12.8KSH	$257.4K
27	Fifth Third Wealth Advisors LLC	Shares	12.5KSH	$253.1K
28	BALDWIN WEALTH PARTNERS LLC/MA	Shares	12.1KSH	$244.1K
29	RDA Financial Network	Shares	11.7KSH	$236.7K
30	GAMMA Investing LLC	Shares	11.3KSH	$227.0K
31	Abel Hall, LLC	Shares	11.1KSH	$224.1K
32	Capital Investment Advisory Services, LLC	Shares	11.0KSH	$222.7K
33	Focus Financial Network, Inc.	Shares	10.8KSH	$217.3K
34	PFG Investments, LLC	Shares	10.5KSH	$212.1K
35	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	8.0KSH	$161.4K
36	EverSource Wealth Advisors, LLC	Shares	6.4KSH	$128.2K
37	Triumph Capital Management	Shares	4.4KSH	$89.2K
38	Farther Finance Advisors, LLC	Shares	2.6KSH	$53.5K
39	Main Street Group, LTD	Shares	2.4KSH	$49.3K
40	Cape Investment Advisory, Inc.	Shares	2.3KSH	$46.1K
41	Versant Capital Management, Inc	Shares	2.3KSH	$45.9K
42	IFP Advisors, Inc	Shares	1.8KSH	$35.8K
43	Citizens National Bank Trust Department	Shares	1.5KSH	$31.1K
44	MassMutual Private Wealth & Trust, FSB	Shares	1.4KSH	$28.9K
45	Mirae Asset Global Investments Co., Ltd.	Shares	1.4KSH	$27.6K
46	SJS Investment Consulting Inc.	Shares	1.2KSH	$24.5K
47	Spire Wealth Management	Shares	1.2KSH	$24.3K
48	WOLFF WIESE MAGANA LLC	Shares	1.2KSH	$23.4K
49	BROADWATER CAPITAL MANAGEMENT LLC	Shares	1.1KSH	$21.7K
50	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	1.0KSH	$20.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 92 loaded

#		Instrument
1	Mizuho Markets Cayman LP new	Shares	+484.1K	+$9.8M	$9.8M
2	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+368.5K	+$7.4M	$7.5M
3	MIZUHO MARKETS AMERICAS LLC new	Shares	+165.0K	+$3.3M	$3.3M
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+96.4K	+$2.7M	$6.7M
5	Northside Capital Management, LLC trimmed	Shares	-16.9K	+$1.9M	$14.0M
6	Y-Intercept (Hong Kong) Ltd new	Shares	+74.8K	+$1.5M	$1.5M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+37.4K	+$1.1M	$2.9M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+10.4K	+$657.7K	$3.0M
9	Louisiana State Employees Retirement System added	Shares	+300	+$327.5K	$2.0M
10	Generali Investments CEE, investicni spolecnost, a.s. unchanged	Shares	0	+$286.2K	$1.8M
11	Taylor Frigon Capital Management LLC trimmed	Shares	-2.4K	+$251.8K	$1.9M
12	Merit Financial Group, LLC added	Shares	+8.4K	+$251.7K	$695.8K
13	IFM Investors Pty Ltd added	Shares	+1.2K	+$194.6K	$1.1M
14	SIGNATUREFD, LLC added	Shares	+5.5K	+$182.6K	$565.4K
15	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-5.2K	+$167.5K	$1.6M
16	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-6.0K	+$156.8K	$1.6M
17	J.W. COLE ADVISORS, INC. added	Shares	+893	+$154.0K	$880.5K
18	Sequoia Financial Advisors, LLC added	Shares	+198	+$145.7K	$903.0K
19	Advisory Resource Group unchanged	Shares	0	+$119.2K	$756.3K
20	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-72	+$109.4K	$544.8K
21	Linden Thomas Advisory Services, LLC trimmed	Shares	-38	+$99.7K	$636.7K
22	Sage Investment Counsel LLC added	Shares	+51	+$81.4K	$510.6K
23	GAMMA Investing LLC added	Shares	+1.5K	+$61.1K	$227.0K
24	GREENLEAF TRUST unchanged	Shares	0	+$57.9K	$367.4K
25	Global Financial Private Client, LLC unchanged	Shares	0	+$53.7K	$340.4K
26	Cape Investment Advisory, Inc. new	Shares	+2.3K	+$46.1K	$46.1K
27	ARMSTRONG ADVISORY GROUP, INC trimmed	Shares	-1.1K	+$43.1K	$392.2K
28	Aprio Wealth Management, LLC trimmed	Shares	-13	+$40.4K	$257.4K
29	Fifth Third Wealth Advisors LLC trimmed	Shares	-33	+$39.3K	$253.1K
30	BALDWIN WEALTH PARTNERS LLC/MA unchanged	Shares	0	+$38.5K	$244.1K
31	RDA Financial Network unchanged	Shares	0	+$37.3K	$236.7K
32	Focus Financial Network, Inc. unchanged	Shares	0	+$34.3K	$217.3K
33	PFG Investments, LLC trimmed	Shares	-70	+$32.2K	$212.1K
34	IFP Advisors, Inc added	Shares	+1.3K	+$28.4K	$35.8K
35	Capital Investment Advisory Services, LLC trimmed	Shares	-540	+$25.9K	$222.7K
36	SPIRIT OF AMERICA MANAGEMENT CORP/NY unchanged	Shares	0	+$25.4K	$161.4K
37	Farther Finance Advisors, LLC added	Shares	+819	+$22.3K	$53.5K
38	Versant Capital Management, Inc added	Shares	+740	+$19.8K	$45.9K
39	SJS Investment Consulting Inc. added	Shares	+810	+$17.6K	$24.5K
40	Wealth Enhancement Trust Services, Inc. new	Shares	+743	+$15.0K	$15.0K
41	TRUST CO OF TOLEDO NA /OH/ new	Shares	+654	+$13.2K	$13.2K
42	True Wealth Design, LLC added	Shares	+433	+$10.2K	$17.9K
43	EverSource Wealth Advisors, LLC trimmed	Shares	-660	+$9.0K	$128.2K
44	Main Street Group, LTD unchanged	Shares	0	+$7.8K	$49.3K
45	MassMutual Private Wealth & Trust, FSB added	Shares	+189	+$7.8K	$28.9K
46	Citizens National Bank Trust Department unchanged	Shares	0	+$4.9K	$31.1K
47	ELEVATION WEALTH PARTNERS, LLC new	Shares	+213	+$4.3K	$4.3K
48	Spire Wealth Management unchanged	Shares	0	+$3.8K	$24.3K
49	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$3.7K	$23.4K
50	Sachetta, LLC added	Shares	+121	+$3.2K	$7.5K

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