HR β€” HEALTHCARE RLTY TR

Ownership history in Linden Thomas Advisory Services, LLC  Β·  8 quarters on record

AI Ownership Summary

Linden Thomas Advisory Services, LLC reported HEALTHCARE RLTY TR (HR) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.08% in 2024 Q2. The latest visible filing shows HR at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Linden Thomas Advisory Services, LLC's position in HEALTHCARE RLTY TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HR was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Linden Thomas Advisory Services, LLC held HR β€” position size vs. price
% of Fund (quarterly)    HR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 31,604 +231 +0.7% 0.05% $537K 2026-04-10 $17.61
2025 Q4 REDUCED 31,373 -72 -0.2% 0.05% $532K 2026-01-16 $17.04
2025 Q3 ADDED 31,445 +826 +2.7% 0.06% $567K 2025-11-06 $17.44
2025 Q2 REDUCED 30,619 -220 -0.7% 0.05% $486K 2025-07-31 $14.74
2025 Q1 ADDED 30,839 +27 +0.1% 0.07% $521K 2025-04-30 $14.61
2024 Q4 REDUCED 30,812 -261 -0.8% 0.07% $522K 2025-01-21 $15.62
2024 Q3 REDUCED 31,073 -171 -0.5% 0.08% $564K 2024-10-17 $16.33
2024 Q2 INITIATED 31,244 β€” β€” 0.08% $515K 2024-07-10 $15.13

FAQ About Linden Thomas Advisory Services, LLC and HR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Linden Thomas Advisory Services, LLC reported owning HR?

Linden Thomas Advisory Services, LLC reported HR across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported HR position in Linden Thomas Advisory Services, LLC's portfolio?

The largest reported portfolio weight for HR was 0.08% in 2024 Q2.

What is the latest reported HR position on this page?

The most recent filing on this page is 2026 Q1, when Linden Thomas Advisory Services, LLC reported 31,604 shares, equal to 0.05% of portfolio, with an estimated market value of $537K.

What does the chart on this HR ownership page compare?

The chart compares Linden Thomas Advisory Services, LLC's quarterly HR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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