Ownership history in MATHER GROUP, LLC. · 5 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in HEALTHCARE RLTY TR (HR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 6 | — | 0% | 0.00% | $108 | $17.56 |
| 2025 Q1 | UNCHANGED | 6 | — | 0% | 0.00% | $101 | $15.90 |
| 2024 Q4 | UNCHANGED | 6 | — | 0% | 0.00% | $102 | $15.65 |
| 2024 Q3 | REDUCED | 6 | -64 | -91.4% | 0.00% | $109 | $16.47 |
| 2024 Q1 | INITIATED | 70 | — | — | 0.00% | $1K | — |
As of 2025 Q4 — sorted by position size