NEW YORK, NY
NATIONAL HEALTHCARE PROPERTIES, INC.HLTC— Latest position per institution from SEC 13F filings
15
Institutional holders
111.69K
Total shares held
1.31M
Estimated value
12.41K
Avg. position size
TRIUMPH CAPITAL MANAGEMENT
CIK 1730765
Shares
37.63K
Value
526.87K
Filed
Dec 31, 2023
KOVACK ADVISORS, INC.
CIK 1728321
Shares
28.14K
Value
180.91K
Filed
Dec 31, 2022
KINGSWOOD WEALTH ADVISORS, LLC
CIK 1987855
Shares
15.93K
Value
207.02K
Filed
Sep 30, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
CIK 1741736
Shares
10.74K
Value
139.59K
Filed
Jun 30, 2024
FINANCIAL GRAVITY COMPANIES, INC.
CIK 1377167
Shares
10.74K
Value
139.59K
Filed
Sep 30, 2024
CASSADY SCHILLER WEALTH MANAGEMENT, LLC
CIK 1904425
Shares
3.28K
Value
45.88K
Filed
Dec 31, 2023
ORG PARTNERS LLC
CIK 1979372
Shares
3.19K
Value
41.42K
Filed
Sep 30, 2024
MFA WEALTH ADVISORS, LLC
CIK 1688184
Shares
1.56K
Value
20.34K
Filed
Jun 30, 2024
TRI-STAR ADVISORS INC.
CIK 1821289
Shares
495.00
Value
7.43K
Filed
Mar 31, 2023
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | TRIUMPH CAPITAL MANAGEMENT | 1730765 | 37.63K | 526.87K | Dec 31, 2023 |
| 2 | KOVACK ADVISORS, INC. | 1728321 | 28.14K | 180.91K | Dec 31, 2022 |
| 3 | KINGSWOOD WEALTH ADVISORS, LLC | 1987855 | 15.93K | 207.02K | Sep 30, 2024 |
| 4 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 1741736 | 10.74K | 139.59K | Jun 30, 2024 |
| 5 | FINANCIAL GRAVITY COMPANIES, INC. | 1377167 | 10.74K | 139.59K | Sep 30, 2024 |
| 6 | CASSADY SCHILLER WEALTH MANAGEMENT, LLC | 1904425 | 3.28K | 45.88K | Dec 31, 2023 |
| 7 | ORG PARTNERS LLC | 1979372 | 3.19K | 41.42K | Sep 30, 2024 |
| 8 | MFA WEALTH ADVISORS, LLC | 1688184 | 1.56K | 20.34K | Jun 30, 2024 |
| 9 | TRI-STAR ADVISORS INC. | 1821289 | 495.00 | 7.43K | Mar 31, 2023 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.