Healthcare Trust Inc.
13F holders, Q2 2024 (June 30)4holders +2
2new positions
0sold out
$13.00avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Healthcare Trust Inc. in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were Kingswood Wealth Advisors, LLC ($207K), SlateStone Wealth, LLC ($146K) and Financial Gravity Asset Management, Inc. ($140K).
- Company
- Healthcare Trust Inc.
- CUSIP
- 42226B105
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $166K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 12,960 shares bought, net +12,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Kingswood Wealth Advisors, LLC | 0.02% | No change | 15,924 | $207K |
| SlateStone Wealth, LLC | 0.02% | New | 11,235 | $146K |
| Financial Gravity Asset Management, Inc. | 0.03% | Add +1.5% | 10,737 | $140K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 1,565 | $20K |
"% 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.