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Bartlett & Co Wealth Management’s The RMR Group RMR Stock Holding History

Bartlett & Co Wealth Management’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
-8
Closed -$126 – 1259
2025
Q3 		$126 Buy
+8
New +$134 ﹤0.01% 1182

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NCM
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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 $1.55T AUM 33.47% 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

Bartlett & Co Wealth Management's RMR Position: Q4 2025 in Review

Bartlett & Co Wealth Management sold out of The RMR Group (RMR) in Q4 2025, closing a stake of 8 shares — an estimated $126 sold.

Bartlett & Co Wealth Management first reported a position in RMR in Q3 2025 and held it in 1 quarter. The position peaked at $126 in Q3 2025. 170 funds tracked by Wall St. Rank hold RMR as of Q4 2025.

  • Bartlett & Co Wealth Management reported no remaining The RMR Group position as of Q4 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 8 The RMR Group shares in Q4 2025, an estimated $126.
  • Bartlett & Co Wealth Management first reported a position in The RMR Group in Q3 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's The RMR Group position peaked at $126 in Q3 2025.
  • 170 funds tracked by Wall St. Rank held The RMR Group as of Q4 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.