Caldwell Sutter Capital’s The RMR Group RMR Stock Holding History

Caldwell Sutter Capital’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 Q2	$62.3K	Sell	3,036 -303	-9%	-$5.73K	0.02%	376
2026 Q1	$51.7K	Hold	3,339	–	–	0.02%	370
2025 Q4	$49.8K	Sell	3,339 -406	-11%	-$6.18K	0.02%	363
2025 Q3	$58.9K	Sell	3,745 -505	-12%	-$8.44K	0.03%	347
2025 Q2	$69.5K	Sell	4,250 -37	-0.9%	-$567	0.03%	316
2025 Q1	$71.4K	Hold	4,287	–	–	0.03%	313
2024 Q4	$88.5K	Hold	4,287	–	–	0.04%	286
2024 Q3	$109K	Hold	4,287	–	–	0.05%	269
2024 Q2	$96.9K	Hold	4,287	–	–	0.05%	277
2024 Q1	$103K	Sell	4,287 -304	-7%	-$7.62K	0.05%	273
2023 Q4	$130K	Hold	4,591	–	–	0.07%	238
2023 Q3	$113K	Sell	4,591 -206	-4%	-$4.96K	0.06%	239
2023 Q2	$111K	Hold	4,797	–	–	0.06%	238
2023 Q1	$126K	Hold	4,797	–	–	0.09%	169
2022 Q4	$136K	Buy	+4,797	New	+$130K	0.12%	132

Other funds holding RMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Caldwell Sutter Capital's RMR Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its The RMR Group (RMR) stake by 9.1% in Q2 2026, selling an estimated $5.73K and leaving 3,036 shares worth $62.3K. The position accounts for 0.02% of the portfolio, ranked #376.

Caldwell Sutter Capital first reported a position in RMR in Q4 2022 and has held it in 15 quarters since. The position peaked at $136K in Q4 2022. 164 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

Caldwell Sutter Capital held 3,036 shares of The RMR Group worth $62.3K as of Q2 2026.
Caldwell Sutter Capital sold 303 The RMR Group shares in Q2 2026, an estimated $5.73K.
The RMR Group made up 0.02% of Caldwell Sutter Capital's portfolio in Q2 2026, its #376 holding.
Caldwell Sutter Capital first reported a position in The RMR Group in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's The RMR Group position peaked at $136K in Q4 2022.
164 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.