As of the latest SEC filings, HEALTHCO HEALTHCARE AND WELLNESS REIT (HCW) is held by 2 institutional funds. The largest fund shareholder is Dimensional Global Real Estate ETF (DFGR), holding an estimated $276,913.61 in market value, representing 0.01% of its portfolio.
Funds holding HEALTHCO HEALTHCARE AND WELLNESS REIT (HCW)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- HCW
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
DFGR
Dimensional Global Real Estate ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $276,913.61 | 579,195 | Apr 30, 2026 | Jun 29, 2026 |
|
HAUZ
Xtrackers International Real Estate ETF
|
ETF | Independent / Boutique | 0.02% | $221,470.81 | 431,626 | Feb 27, 2026 | Apr 29, 2026 |
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