Healthcare Trust Inc.
13F holders, Q3 2024 (September 30)4holders
1new positions
1sold out
$12.99avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Healthcare Trust Inc. in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were Kingswood Wealth Advisors, LLC ($207K), SlateStone Wealth, LLC ($145K) and Financial Gravity Companies, Inc. ($140K).
- Company
- Healthcare Trust Inc.
- CUSIP
- 42226B105
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $41K |
| Exits | 1 | $20K |
All 13F filers, Q2 2024 → Q3 2024: 3,187 shares bought and 1,615 shares sold, net +1,572 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Kingswood Wealth Advisors, LLC | 0.01% | Add +0.0% | 15,925 | $207K |
| SlateStone Wealth, LLC | 0.01% | Reduce -0.5% | 11,185 | $145K |
| Financial Gravity Companies, Inc. | 0.04% | — | 10,737 | $140K |
| ORG Partners LLC | 0.01% | New | 3,186 | $41K |
"% of holder's portfolio" is HEALTHCARE TRUST INC's weight in each manager's 13F, not the share of Healthcare Trust Inc. the manager owns.