RA

RMR Advisors Portfolio holdings

AUM $194M
1-Year Est. Return 15.16%
This Quarter Est. Return
1 Year Est. Return
-15.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$648K
2 +$565K
3 +$529K
4
CONE
CyrusOne Inc Common Stock
CONE
+$524K
5
AHH
Armada Hoffler Properties
AHH
+$501K

Top Sells

1 +$2.29M
2 +$1.25M
3 +$614K
4
LEN icon
Lennar Class A
LEN
+$392K
5
HR
Healthcare Realty Trust Incorporated
HR
+$392K

Sector Composition

1 Real Estate 92.77%
2 Financials 0.2%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,330
127
-1,123