Bank of Montreal
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Bank of Montreal’s The RMR Group RMR Stock Holding History

Bank of Montreal’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
2025
Q4 		– Sell
-10,807
Closed -$170K – 3799
2025
Q3 		$170K Buy
10,807
+35
+0.3% +$585 ﹤0.01% 2822
2025
Q2 		$176K Buy
+10,772
New +$165K ﹤0.01% 2848
2022
Q3 		– Sell
-97,579
Closed -$2.96K – 4369
2022
Q2 		$2.96K Buy
+97,579
New +$2.81M ﹤0.01% 1698
2021
Q4 		– Sell
-14,191
Closed -$486K – 3815
2021
Q3 		$486K Sell
14,191
-293
-2% -$11.2K ﹤0.01% 2895
2021
Q2 		$570K Buy
14,484
+10,589
+272% +$422K ﹤0.01% 2765
2021
Q1 		$159K Sell
3,895
-2,476
-39% -$97.7K ﹤0.01% 3205
2020
Q4 		$243K Buy
6,371
+1,577
+33% +$51.9K ﹤0.01% 3125
2020
Q3 		$136K Sell
4,794
-13,357
-74% -$387K ﹤0.01% 2924
2020
Q2 		$471K Sell
18,151
-58,764
-76% -$1.7M ﹤0.01% 2289
2020
Q1 		$2.02M Buy
76,915
+76,544
+20,632% +$2.96M ﹤0.01% 1420
2019
Q4 		$17K Sell
371
-1,460
-80% -$67.7K ﹤0.01% 4386
2019
Q3 		$83K Buy
1,831
+718
+65% +$33.8K ﹤0.01% 3388
2019
Q2 		$52K Buy
1,113
+441
+66% +$23.7K ﹤0.01% 3671
2019
Q1 		$41K Buy
672
+343
+104% +$22.6K ﹤0.01% 3416
2018
Q4 		$17K Sell
329
-85
-21% -$6.01K ﹤0.01% 3703
2018
Q3 		$38K Buy
414
+74
+22% +$6.51K ﹤0.01% 3502
2018
Q2 		$27K Buy
340
+97
+40% +$7.47K ﹤0.01% 3643
2018
Q1 		$17K Sell
243
-6
-2% -$386 ﹤0.01% 3608
2017
Q4 		$15K Sell
249
-31
-11% -$1.74K ﹤0.01% 3670
2017
Q3 		$14K Hold
280
– – ﹤0.01% 3615
2017
Q2 		$14K Sell
280
-80
-22% -$4.04K ﹤0.01% 3641
2017
Q1 		$18K Buy
360
+32
+10% +$1.52K ﹤0.01% 3405
2016
Q4 		$13K Sell
328
-10
-3% -$388 ﹤0.01% 3512
2016
Q3 		$13K Buy
338
+23
+7% +$838 ﹤0.01% 3493
2016
Q2 		$10K Sell
315
-145
-32% -$4.01K ﹤0.01% 3591
2016
Q1 		$12K Sell
460
-3,046
-87% -$65.9K ﹤0.01% 3564
2015
Q4 		$50K Buy
+3,506
New +$49.4K ﹤0.01% 3041

Other funds holding RMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of Montreal's RMR Position: Q4 2025 in Review

Bank of Montreal sold out of The RMR Group (RMR) in Q4 2025, closing a stake of 10,807 shares — an estimated $170K sold.

Bank of Montreal first reported a position in RMR in Q4 2015 and held it in 27 quarters. The position peaked at $2.02M in Q1 2020. 170 funds tracked by Wall St. Rank hold RMR as of Q4 2025.

  • Bank of Montreal reported no remaining The RMR Group position as of Q4 2025 after selling out during the quarter.
  • Bank of Montreal sold 10,807 The RMR Group shares in Q4 2025, an estimated $170K.
  • Bank of Montreal first reported a position in The RMR Group in Q4 2015 and held it in 27 quarters.
  • Bank of Montreal's The RMR Group position peaked at $2.02M in Q1 2020.
  • 170 funds tracked by Wall St. Rank held The RMR Group as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.