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 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 $5.7T AUM 30.48% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return

Bank of America

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Flat Footed LLC Wilson, Wyoming $300M AUM 86.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Federated Hermes

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

Geode Capital Management

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

Renaissance Technologies

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