Tarbox Family Office’s Healthcare Realty HR Stock Holding History

Tarbox Family Office’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
2021 Q2	–	Sell	-200	Closed	-$6K	–	1172
2021 Q1	$6K	Hold	200	–	–	﹤0.01%	511
2020 Q4	$6K	Buy	+200	New	+$5.28K	﹤0.01%	483

Other funds holding HR

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AAMU

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

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

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

Norges Bank Oslo, Norway $935B AUM

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Tarbox Family Office's HR Position: Q2 2021 in Review

Tarbox Family Office sold out of Healthcare Realty (HR) in Q2 2021, closing a stake of 200 shares — an estimated $6K sold.

Tarbox Family Office first reported a position in HR in Q4 2020 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 368 funds tracked by Wall St. Rank hold HR as of Q2 2021.

Tarbox Family Office reported no remaining Healthcare Realty position as of Q2 2021 after selling out during the quarter.
Tarbox Family Office sold 200 Healthcare Realty shares in Q2 2021, an estimated $6K.
Tarbox Family Office first reported a position in Healthcare Realty in Q4 2020 and held it in 2 quarters.
Tarbox Family Office's Healthcare Realty position peaked at $6K in Q1 2021.
368 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2021.

Based on Tarbox Family Office's 13F filing for Q2 2021, filed 16 Jul 2021.