Current position

Jeff Smith’s Healthcare Rlty Tr (HR) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Starboard Value LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2024Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares20.18MHighest verified quarter-end share count
Quarters reported7Verified quarters with shares above zero
What happened?

Starboard Value LP first reported Healthcare Rlty Tr in Q4 2024. The reported position was reduced across later filings. Starboard Value LP currently reports 1.94M shares. The latest verified filing showed: Sold 71.6% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 71.6% of the position−4.89M shares · 1.94M shares remained
Filing context

Quarter-end price $20.17 · Estimated holding basis $16.95

Q1 2026
Sold 45.9% of the position−5.78M shares · 6.82M shares remained
Filing context

Quarter-end price $16.99 · Estimated holding basis $16.95

Q4 2025
Sold 13.0% of the position−1.89M shares · 12.60M shares remained
Filing context

Quarter-end price $16.95 · Estimated holding basis $16.95

Q3 2025
Sold 24.9% of the position−4.80M shares · 14.49M shares remained
Filing context

Quarter-end price $18.03 · Estimated holding basis $16.95

Q2 2025
Sold 3.9% of the position−781.33K shares · 19.29M shares remained
Filing context

Quarter-end price $15.86 · Estimated holding basis $16.95

Q1 2025
Sold 0.6% of the position−111.46K shares · 20.07M shares remained
Filing context

Quarter-end price $16.90 · Estimated holding basis $16.95

Portfolio importance

How important is Healthcare Rlty Tr in Starboard Value LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.9%Q2 2026
Current rank#18of 21 reported positions
Peak portfolio weight6.2%Q4 2024
Best historical rank#6Q4 2024
At peak importanceQ4 2024
HR
6.2%
Largest holding
10.1%
Cross-investor discovery

Who else owns Healthcare Rlty Tr?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
HR0.1% of reported portfolio
Explore Healthcare Rlty Tr across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$18.262026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$20.17Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$16.95Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Starboard Value LP’s Form 13F disclosures—not Jeff Smith’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.