RMR Advisors’s Healthcare Realty HR Stock Holding History

RMR Advisors’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
2020 Q4	–	Sell	-48,000	Closed	-$1.25M	–	41
2020 Q3	$1.25M	Hold	48,000	–	–	0.64%	52
2020 Q2	$1.27M	Hold	48,000	–	–	0.56%	57
2020 Q1	$1.17M	Hold	48,000	–	–	0.59%	57
2019 Q4	$1.45M	Hold	48,000	–	–	0.5%	65
2019 Q3	$1.41M	Hold	48,000	–	–	0.48%	67
2019 Q2	$1.32M	Hold	48,000	–	–	0.48%	65
2019 Q1	$1.37M	Hold	48,000	–	–	0.5%	62
2018 Q4	$1.22M	Hold	48,000	–	–	0.5%	64
2018 Q3	$1.28M	Hold	48,000	–	–	0.48%	73
2018 Q2	$1.29M	Buy	48,000 +20,000	+71%	+$509K	0.49%	75
2018 Q1	$741K	Hold	28,000	–	–	0.31%	96
2017 Q4	$841K	Hold	28,000	–	–	0.32%	97
2017 Q3	$834K	Buy	28,000 +17,000	+155%	+$516K	0.38%	81
2017 Q2	$342K	Buy	11,000 +1,000	+10%	+$31.5K	0.17%	97
2017 Q1	$315K	Hold	10,000	–	–	0.14%	109
2016 Q4	$291K	Hold	10,000	–	–	0.15%	100
2016 Q3	$326K	Hold	10,000	–	–	0.16%	101
2016 Q2	$323K	Buy	+10,000	New	+$301K	0.15%	102

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RMR Advisors's HR Position: Q4 2020 in Review

RMR Advisors sold out of Healthcare Realty (HR) in Q4 2020, closing a stake of 48,000 shares — an estimated $1.25M sold.

RMR Advisors first reported a position in HR in Q2 2016 and held it in 18 quarters. The position peaked at $1.45M in Q4 2019. 342 funds tracked by Wall St. Rank hold HR as of Q4 2020.

RMR Advisors reported no remaining Healthcare Realty position as of Q4 2020 after selling out during the quarter.
RMR Advisors sold 48,000 Healthcare Realty shares in Q4 2020, an estimated $1.25M.
RMR Advisors first reported a position in Healthcare Realty in Q2 2016 and held it in 18 quarters.
RMR Advisors's Healthcare Realty position peaked at $1.45M in Q4 2019.
342 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2020.

Based on RMR Advisors's 13F filing for Q4 2020.