SHFC
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Safe Harbor Family Capital’s Healthcare Realty HR Stock Holding History

Safe Harbor Family Capital’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
2026
Q2 		$305K Sell
15,129
-6,223
-29% -$121K 0.2% 37
2026
Q1 		$363K Buy
21,352
+3,010
+16% +$52.8K 0.28% 30
2025
Q4 		$311K Buy
+18,342
New +$326K 0.27% 30

Other funds holding HR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Safe Harbor Family Capital's HR Position: Q2 2026 in Review

Safe Harbor Family Capital reduced its Healthcare Realty (HR) stake by 29% in Q2 2026, selling an estimated $121K and leaving 15,129 shares worth $305K. The position accounts for 0.2% of the portfolio, ranked #37.

Safe Harbor Family Capital first reported a position in HR in Q4 2025 and has held it in 3 quarters since. The position peaked at $363K in Q1 2026. 422 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Safe Harbor Family Capital held 15,129 shares of Healthcare Realty worth $305K as of Q2 2026.
  • Safe Harbor Family Capital sold 6,223 Healthcare Realty shares in Q2 2026, an estimated $121K.
  • Healthcare Realty made up 0.2% of Safe Harbor Family Capital's portfolio in Q2 2026, its #37 holding.
  • Safe Harbor Family Capital first reported a position in Healthcare Realty in Q4 2025 and has held it in 3 quarters since.
  • Safe Harbor Family Capital's Healthcare Realty position peaked at $363K in Q1 2026.
  • 422 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Safe Harbor Family Capital's 13F filing for Q2 2026, filed 11 Aug 2026.