Harbor Investment Advisory’s Healthcare Realty HR Stock Holding History

Harbor Investment Advisory’s Portfolio HR Stock Details HR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-16	Closed	-$264	–	1219
2024 Q2	$264	Buy	+16	New	+$245	﹤0.01%	1161
2023 Q4	–	Sell	-100	Closed	-$1.53K	–	1184
2023 Q3	$1.53K	Hold	100	–	–	﹤0.01%	1073
2023 Q2	$1.89K	Hold	100	–	–	﹤0.01%	1220
2023 Q1	$1.93K	Hold	100	–	–	﹤0.01%	1224
2022 Q4	$1.93K	Hold	100	–	–	﹤0.01%	1206
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	1225
2022 Q2	$3K	Sell	100 -100	-50%	-$2.97K	﹤0.01%	1203
2022 Q1	$6K	Sell	200 -100	-33%	-$3.15K	﹤0.01%	1144
2021 Q4	$10K	Buy	300 +100	+50%	+$3.34K	﹤0.01%	1052
2021 Q3	$6K	Buy	+200	New	+$5.83K	﹤0.01%	1131

Other funds holding HR

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harbor Investment Advisory's HR Position: Q3 2024 in Review

Harbor Investment Advisory sold out of Healthcare Realty (HR) in Q3 2024, closing a stake of 16 shares — an estimated $264 sold.

Harbor Investment Advisory first reported a position in HR in Q3 2021 and held it in 10 quarters. The position peaked at $10K in Q4 2021. 410 funds tracked by Wall St. Rank hold HR as of Q3 2024.

Harbor Investment Advisory reported no remaining Healthcare Realty position as of Q3 2024 after selling out during the quarter.
Harbor Investment Advisory sold 16 Healthcare Realty shares in Q3 2024, an estimated $264.
Harbor Investment Advisory first reported a position in Healthcare Realty in Q3 2021 and held it in 10 quarters.
Harbor Investment Advisory's Healthcare Realty position peaked at $10K in Q4 2021.
410 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2024.

Based on Harbor Investment Advisory's 13F filing for Q3 2024, filed 4 Oct 2024.