RMR Advisors’s Healthcare Realty Trust Incorporated 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	-38,697	Closed	-$1.17M	–	101
2020 Q3	$1.17M	Hold	38,697	–	–	0.6%	53
2020 Q2	$1.13M	Hold	38,697	–	–	0.5%	64
2020 Q1	$1.08M	Hold	38,697	–	–	0.55%	60
2019 Q4	$1.29M	Hold	38,697	–	–	0.44%	69
2019 Q3	$1.3M	Hold	38,697	–	–	0.44%	71
2019 Q2	$1.21M	Hold	38,697	–	–	0.44%	75
2019 Q1	$1.24M	Sell	38,697 -12,200	-24%	-$383K	0.45%	72
2018 Q4	$1.45M	Hold	50,897	–	–	0.6%	62
2018 Q3	$1.49M	Hold	50,897	–	–	0.56%	69
2018 Q2	$1.48M	Hold	50,897	–	–	0.56%	71
2018 Q1	$1.41M	Hold	50,897	–	–	0.59%	68
2017 Q4	$1.64M	Hold	50,897	–	–	0.62%	62
2017 Q3	$1.65M	Hold	50,897	–	–	0.76%	46
2017 Q2	$1.74M	Hold	50,897	–	–	0.87%	43
2017 Q1	$1.65M	Hold	50,897	–	–	0.75%	51
2016 Q4	$1.54M	Hold	50,897	–	–	0.78%	51
2016 Q3	$1.73M	Hold	50,897	–	–	0.84%	45
2016 Q2	$1.78M	Hold	50,897	–	–	0.85%	43
2016 Q1	$1.57M	Hold	50,897	–	–	0.81%	46
2015 Q4	$1.44M	Hold	50,897	–	–	0.78%	48
2015 Q3	$1.26M	Hold	50,897	–	–	0.71%	49
2015 Q2	$1.18M	Buy	50,897 +10,597	+26%	+$265K	0.66%	56
2015 Q1	$1.12M	Hold	40,300	–	–	0.57%	64
2014 Q4	$1.1M	Hold	40,300	–	–	0.59%	60
2014 Q3	$954K	Hold	40,300	–	–	0.57%	63
2014 Q2	$1.02M	Buy	40,300 +15,000	+59%	+$374K	0.59%	61
2014 Q1	$611K	Hold	25,300	–	–	0.38%	78
2013 Q4	$539K	Hold	25,300	–	–	0.37%	79
2013 Q3	$585K	Hold	25,300	–	–	0.4%	78
2013 Q2	$645K	Buy	+25,300	New	+$707K	0.42%	73

Other funds holding HR

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

RMR Advisors's HR Position: Q4 2020 in Review

RMR Advisors sold out of Healthcare Realty Trust Incorporated (HR) in Q4 2020, closing a stake of 38,697 shares — an estimated $1.17M sold.

RMR Advisors first reported a position in HR in Q2 2013 and held it in 30 quarters. The position peaked at $1.78M in Q2 2016. 309 funds tracked by Wall St. Rank hold HR as of Q4 2020.

RMR Advisors reported no remaining Healthcare Realty Trust Incorporated position as of Q4 2020 after selling out during the quarter.
RMR Advisors sold 38,697 Healthcare Realty Trust Incorporated shares in Q4 2020, an estimated $1.17M.
RMR Advisors first reported a position in Healthcare Realty Trust Incorporated in Q2 2013 and held it in 30 quarters.
RMR Advisors's Healthcare Realty Trust Incorporated position peaked at $1.78M in Q2 2016.
309 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q4 2020.

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