Analyzing RMR Advisors LLC's Q3 vs. Q4 2020 13F Holdings: Insights into Investment Strategy Shift

RMR Advisors LLC Q3 2020 vs. Q4 2020 13F Holdings Comparison

Investors often look at 13F filings to monitor the changes in holdings of their favorite fund or manager. One such filing is that of RMR Advisors LLC, which recently reported its Q3 2020 vs. Q4 2020 holdings. In this post, we will take a closer look at the changes in RMR Advisors' holdings to gain insights into its investment strategy and how it might impact its future performance.

First, let's take a closer look at the companies that RMR Advisors decreased its holdings in during Q4 2020. The top company on the list is Prologis Inc. (PLD), where RMR Advisors reduced its holdings to 0 from 171,936 shares. This represents a staggering 100% reduction in its holdings in Prologis Inc. In terms of value, RMR Advisors reduced its holdings from $17,300 to $0, a 100% reduction in value as well.

The second company on the list is Sun Communities Inc. (SUI), where RMR Advisors reduced its holdings from 65,356 shares to 0. Similar to Prologis Inc., this represents a 100% reduction in its holdings. In terms of value, RMR Advisors reduced its holdings from $9,190 to $0, a 100% reduction.

The third company on the list is Medical Properties Trust Inc. (MPW), where RMR Advisors reduced its holdings from 413,609 shares to 0, again representing a 100% reduction. In terms of value, RMR Advisors reduced its holdings from $7,292 to $0, a 100% reduction.

Looking at the rest of the companies on the list, we see a similar pattern. RMR Advisors reduced its holdings in all the companies listed, with all representing a 100% reduction in holdings and value. These companies include Global Med REIT Inc. (GMRE), American Tower Corp New (AMT), Alexandria Real Estate Eq In (ARE), Independence Rlty Tr Inc (IRT), Lexington Realty Trust (LXP), Avalonbay Cmntys Inc (AVB), Cyrusone Inc (CONE), Ventas Inc (VTR), Digital Rlty Tr Inc (DLR), Equity Residential (EQR), and Mid-Amer Apt Cmntys Inc (MAA).

Looking at the companies that RMR Advisors increased its holdings in during Q4 2020, we see only one company on the list, CubeSmart (CUBE). RMR Advisors increased its holdings in CubeSmart by 15,000 shares, from 0 to 15,000. In terms of value, RMR Advisors increased its holdings from $1,292 to $1,292, representing a 0% change in value.

Overall, we see a consistent pattern in RMR Advisors' Q4 2020 filings, with a significant reduction in holdings across the board. This indicates a shift in its investment strategy, possibly due to changes in market conditions or a change in its investment philosophy.

It is worth noting that 13F filings are released several weeks after the end of a quarter and may not necessarily reflect current holdings. Additionally, 13F filings do not disclose short positions or holdings below a certain threshold, and they do not represent the entirety of a fund's portfolio or investment strategy.

In conclusion, RMR Advisors LLC's Q3 2020 vs. Q4 2020 holdings comparison shows a significant reduction in its holdings across the board, indicating a possible shift in its investment strategy. While it is important to monitor 13F filings to gain insights into a fund's investment strategy, it is also important to conduct further research to fully understand their holdings and current investment philosophy.