AllSquare Wealth Management’s The RMR Group RMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$31 Hold
2
﹤0.01% 530
2025
Q2
$33 Hold
2
﹤0.01% 530
2025
Q1
$33 Hold
2
﹤0.01% 530
2024
Q4
$41 Hold
2
﹤0.01% 531
2024
Q3
$51 Hold
2
﹤0.01% 532
2024
Q2
$45 Hold
2
﹤0.01% 528
2024
Q1
$48 Hold
2
﹤0.01% 527
2023
Q4
$56 Hold
2
﹤0.01% 525
2023
Q3
$49 Hold
2
﹤0.01% 533
2023
Q2
$43 Hold
2
﹤0.01% 557
2023
Q1
$52 Hold
2
﹤0.01% 549
2022
Q4
$57 Hold
2
﹤0.01% 523
2022
Q3
$0 Hold
2
﹤0.01% 528
2022
Q2
$0 Hold
2
﹤0.01% 524
2022
Q1
$0 Hold
2
﹤0.01% 528
2021
Q4
$0 Hold
2
﹤0.01% 505
2021
Q3
$0 Hold
2
﹤0.01% 504
2021
Q2
$0 Hold
2
﹤0.01% 515
2021
Q1
$0 Hold
2
﹤0.01% 504
2020
Q4
$0 Hold
2
﹤0.01% 479
2020
Q3
$0 Hold
2
﹤0.01% 482
2020
Q2
$0 Hold
2
﹤0.01% 488
2020
Q1
$0 Hold
2
﹤0.01% 470
2019
Q4
$0 Hold
2
﹤0.01% 465
2019
Q3
$0 Hold
2
﹤0.01% 468
2019
Q2
$0 Hold
2
﹤0.01% 481
2019
Q1
$0 Hold
2
﹤0.01% 485
2018
Q4
$0 Hold
2
﹤0.01% 481
2018
Q3
$0 Sell
2
-38
-95% -$3.34K ﹤0.01% 505
2018
Q2
$3K Buy
40
+38
+1,900% +$2.93K ﹤0.01% 434
2018
Q1
$0 Hold
2
﹤0.01% 416
2017
Q4
$0 Hold
2
﹤0.01% 397
2017
Q3
$0 Hold
2
﹤0.01% 377
2017
Q2
$0 Hold
2
﹤0.01% 323
2017
Q1
$0 Hold
2
﹤0.01% 394
2016
Q4
$0 Hold
2
﹤0.01% 363
2016
Q3
$0 Hold
2
﹤0.01% 324
2016
Q2
$0 Hold
2
﹤0.01% 310
2016
Q1
$0 Hold
2
﹤0.01% 316
2015
Q4
$0 Buy
+2
New +$28 ﹤0.01% 315

Other funds holding RMR

AllSquare Wealth Management's RMR Position: Q3 2025 in Review

AllSquare Wealth Management held its The RMR Group (RMR) position steady in Q3 2025 at 2 shares worth $31. The position accounts for ﹤0.01% of the portfolio, ranked #530.

AllSquare Wealth Management first reported a position in RMR in Q4 2015 and has held it in 40 quarters since. The position peaked at $3K in Q2 2018. 177 funds tracked by Wall St. Rank hold RMR as of Q3 2025.

  • AllSquare Wealth Management held 2 shares of The RMR Group worth $31 as of Q3 2025.
  • AllSquare Wealth Management left its The RMR Group share count unchanged in Q3 2025.
  • The RMR Group made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #530 holding.
  • AllSquare Wealth Management first reported a position in The RMR Group in Q4 2015 and has held it in 40 quarters since.
  • AllSquare Wealth Management's The RMR Group position peaked at $3K in Q2 2018.
  • 177 funds tracked by Wall St. Rank held The RMR Group as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.