SEC 13F Intelligence

HEALTHCARE TRUST INC

CUSIP 42226B105

Healthcare Trust Inc has 3 institutional holders in Filings Flow’s 13F database, together reporting 29.8K shares worth $388,023 as of Q3 2024. The largest reported holders are Triumph Capital Management, Kingswood Wealth Advisors, LLC, and Financial Gravity Asset Management, Inc..

Institutional Holders
3
Q3 2024
Reported Value
$388,023
Ticker
unmapped
private placement or foreign
Quarters Tracked
23

Ownership Trend

Institutional holders
Q4 ’18: 3Q4 ’18Q1 ’19: 3Q2 ’19: 1Q3 ’19: 1Q3 ’19Q4 ’19: 2Q1 ’20: 2Q2 ’20: 2Q2 ’20Q3 ’20: 1Q4 ’20: 3Q1 ’21: 4Q1 ’21Q2 ’21: 3Q3 ’21: 4Q4 ’21: 4Q4 ’21Q1 ’22: 1Q2 ’22: 1Q3 ’22: 1Q3 ’22Q4 ’22: 1Q1 ’23: 3Q3 ’23: 1Q3 ’23Q4 ’23: 4Q1 ’24: 2Q2 ’24: 3Q2 ’24Q3 ’24: 3filingsflow.com
Total reported value
Q4 ’18: $527,000Q4 ’18Q1 ’19: $500,000Q2 ’19: $14,000Q3 ’19: $28,000Q3 ’19Q4 ’19: $42,000Q1 ’20: $58,000Q2 ’20: $55,000Q2 ’20Q3 ’20: $29,000Q4 ’20: $811,000Q1 ’21: $2MQ1 ’21Q2 ’21: $952,000Q3 ’21: $2MQ4 ’21: $1MQ4 ’21Q1 ’22: $158,000Q2 ’22: $164,000Q3 ’22: $186,000Q3 ’22Q4 ’22: $180,910Q1 ’23: $226,420Q3 ’23: $999,297Q3 ’23Q4 ’23: $2MQ1 ’24: $521,341Q2 ’24: $366,949Q2 ’24Q3 ’24: $388,023filingsflow.com

Holders

Mixed quarters
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Manager% of PortfolioValueSharesQuarter
Triumph Capital Management$491M AUM0.22%$526,87237.6KQ4 2023OLDER
Financial Gravity Companies, Inc.$509M AUM0.04%$139,58710.7KQ3 2024
Financial Gravity Asset Management, Inc.$562M AUM0.03%$139,58710.7KQ2 2024OLDER
Cassady Schiller Wealth Management, LLC$273M AUM0.02%$45,8853.3KQ4 2023OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.01%$207,01815.9KQ3 2024
ORG Partners LLC$568M AUM0.01%$41,4183.2KQ3 2024
MFA WEALTH ADVISORS, LLC$508M AUM0.00%$20,3451.6KQ2 2024OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.