Healthcare Trust Inc.
13F holders, Q1 2024 (March 31)2holders
$14.00avg. 13F price*
At the end of Q1 2024, 2 institutions reported holding Healthcare Trust Inc. in their 13F filings. The largest holders were Kingswood Wealth Advisors, LLC ($223K) and Financial Gravity Asset Management, Inc. ($148K).
- Company
- Healthcare Trust Inc.
- CUSIP
- 42226B105
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $573K |
Ownership 2 holders
| Kingswood Wealth Advisors, LLC | 0.03% | Add +1.5% | 15,924 | $223K |
| Financial Gravity Asset Management, Inc. | 0.04% | Reduce -94.9% | 10,577 | $148K |
"% 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.