Safe Harbor Fiduciary, LLC HEALTHCARE RLTY TR Transaction History

Safe Harbor Fiduciary, LLC

  • $107 Billion
  • Q2 2025
Number of Shares
28,782
Previous 24,213 18.87%
Holding current value
$456 Million
Previous $409 Million 11.55%
% of portfolio
0.43%
Previous 0.42%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
N/A
4,569 Added 18.87%
28,782 $456 Million
Q1 2025

May 14, 2025
SELL
N/A
-152 Reduced 0.62%
24,213 $409 Million
Q4 2024

Feb 13, 2025
BUY
N/A
975 Added 4.17%
24,365 $413 Million
Q3 2024

Nov 13, 2024
BUY
N/A
23,390 New
23,390 $425 Million
Track This Portfolio

Track Safe Harbor Fiduciary, LLC Portfolio

Follow Safe Harbor Fiduciary, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Safe Harbor Fiduciary, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safe Harbor Fiduciary, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email