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Belpointe Asset Management’s The RMR Group RMR Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-6
Closed -$157 – 2764
2023
Q1 		$157 Hold
6
– – ﹤0.01% 3695
2022
Q4 		$170 Buy
+6
New +$163 ﹤0.01% 3647

Other funds holding RMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's RMR Position: Q2 2023 in Review

Belpointe Asset Management sold out of The RMR Group (RMR) in Q2 2023, closing a stake of 6 shares — an estimated $157 sold.

Belpointe Asset Management first reported a position in RMR in Q4 2022 and held it in 2 quarters. The position peaked at $170 in Q4 2022. 170 funds tracked by Wall St. Rank hold RMR as of Q2 2023.

  • Belpointe Asset Management reported no remaining The RMR Group position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 6 The RMR Group shares in Q2 2023, an estimated $157.
  • Belpointe Asset Management first reported a position in The RMR Group in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's The RMR Group position peaked at $170 in Q4 2022.
  • 170 funds tracked by Wall St. Rank held The RMR Group as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.