SHF
HR icon

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 $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return