HIGHBuilt-inProperty_type
medical office/outpatient
“10-K Item 1: 'Medical office/outpatient 2| $| 9,306,615 | | 26,690 | | 481 | | 89.6 | %'”
HR · Concentration risk · 10-K extracted
Healthcare Realty Trust Incorpo (HR) concentration risks
Updated
The most significant concentration Healthcare Realty Trust Incorpo discloses is medical office/outpatient, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Healthcare Realty Trust Incorpo’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 2 disclosed concentrations
HIGH1
MEDIUM0
LOW1
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
LOWBuilt-inGeographic
Dallas, TX
“10-K Item 1A: 'investment concentrations of greater than 5% of its total investments in the Dallas, TX (9.5%), Seattle, WA (6.1%), Houston, TX (6.0%), and Charlotte, NC (5.4%) markets'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's concentration profile is defined by a structural property-type focus and a geographically diversified but sub-market-tilted investment base. The company is focused entirely on medical office and outpatient properties, a high-share structural concentration by property type that ties the portfolio to the secular growth and locational dynamics of the outpatient care delivery model. This is a deliberate strategic positioning rather than an emergent concentration risk, and it means results correlate with health system capital plans, physician group demand, and the broader shift from inpatient to outpatient care delivery. At the sub-market level, the filing discloses that the company holds investment concentrations of greater than 5% of total investments in Dallas, TX at 9.5%, Seattle, WA at 6.1%, Houston, TX at 6.0%, and Charlotte, NC at 5.4% — all low-share by disclosed size. No single metropolitan market controls a dominant share of the portfolio, and the geographic spread across multiple Sunbelt and Pacific Northwest markets provides meaningful diversification. The largest single-market position, Dallas, represents a limited share at the disclosed level, consistent with a low-share structural exposure. Together, the profile presents a single dominant structural concentration — medical office as the exclusive property type — layered with a geographic mix that is diversified across named markets, none of which individually rises above a low-share level. The property-type concentration is the more consequential item for investors to monitor.
For the engine’s reasoning on HR’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · REIT - Healthcare Facilities
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| LTC | LTC Properties, Inc. | 1 | 1 | 0 | 2 |
| DOC | Healthpeak Properties, Inc. | 1 | 0 | 1 | 2 |
| HR● | Healthcare Realty Trust Incorpo | 1 | 0 | 1 | 2 |
| AHR | American Healthcare REIT, Inc. | 1 | 0 | 0 | 1 |
| CTRE | CareTrust REIT, Inc. | 0 | 1 | 1 | 2 |
| DHC | Diversified Healthcare Trust | 0 | 1 | 1 | 2 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.