SHF
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Safe Harbor Fiduciary’s Healthcare Realty HR Stock Holding History

Safe Harbor Fiduciary’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
Q1 		– Sell
-521
Closed -$8.83K – 109
2025
Q4 		$8.83K Buy
+521
New +$9.27K 0.01% 158
2025
Q2 		$456K Buy
28,782
+4,569
+19% +$69.5K 0.43% 49
2025
Q1 		$409K Sell
24,213
-152
-0.6% -$2.53K 0.42% 54
2024
Q4 		$413K Buy
24,365
+975
+4% +$17.1K 0.42% 52
2024
Q3 		$425K Buy
+23,390
New +$415K 0.4% 54

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 Fiduciary's HR Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Healthcare Realty (HR) in Q1 2026, closing a stake of 521 shares — an estimated $8.83K sold.

Safe Harbor Fiduciary first reported a position in HR in Q3 2024 and held it in 5 quarters. The position peaked at $456K in Q2 2025. 448 funds tracked by Wall St. Rank hold HR as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Healthcare Realty position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 521 Healthcare Realty shares in Q1 2026, an estimated $8.83K.
  • Safe Harbor Fiduciary first reported a position in Healthcare Realty in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's Healthcare Realty position peaked at $456K in Q2 2025.
  • 448 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.