Avion Wealth’s The RMR Group RMR Stock Holding History

Avion Wealth’s Portfolio RMR Stock Details RMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1K	Hold	67	–	–	﹤0.01%	1123
2025 Q4	$0	Sell	67 -34	-34%	-$518	﹤0.01%	1530
2025 Q3	$1K	Hold	101	–	–	﹤0.01%	1092
2025 Q2	$1K	Buy	+101	New	+$1.55K	﹤0.01%	1054

Other funds holding RMR

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

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avion Wealth's RMR Position: Q1 2026 in Review

Avion Wealth held its The RMR Group (RMR) position steady in Q1 2026 at 67 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Avion Wealth first reported a position in RMR in Q2 2025 and has held it in 4 quarters since. 167 funds tracked by Wall St. Rank hold RMR as of Q1 2026.

Avion Wealth held 67 shares of The RMR Group worth $1K as of Q1 2026.
Avion Wealth left its The RMR Group share count unchanged in Q1 2026.
The RMR Group made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1123 holding.
Avion Wealth first reported a position in The RMR Group in Q2 2025 and has held it in 4 quarters since.
167 funds tracked by Wall St. Rank held The RMR Group as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.