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Capital A Wealth Management’s The RMR Group RMR Stock Holding History

Capital A 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
Q2 		– Sell
-3
Closed -$50 – 751
2025
Q1 		$50 Hold
3
– – ﹤0.01% 701
2024
Q4 		$62 Buy
+3
New +$69 ﹤0.01% 809

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $308M AUM 41.43% 1-Year Est. Return

Capital A Wealth Management's RMR Position: Q2 2025 in Review

Capital A Wealth Management sold out of The RMR Group (RMR) in Q2 2025, closing a stake of 3 shares — an estimated $50 sold.

Capital A Wealth Management first reported a position in RMR in Q4 2024 and held it in 2 quarters. The position peaked at $62 in Q4 2024. 179 funds tracked by Wall St. Rank hold RMR as of Q2 2025.

  • Capital A Wealth Management reported no remaining The RMR Group position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 3 The RMR Group shares in Q2 2025, an estimated $50.
  • Capital A Wealth Management first reported a position in The RMR Group in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's The RMR Group position peaked at $62 in Q4 2024.
  • 179 funds tracked by Wall St. Rank held The RMR Group as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.