Clearstead Advisors’s The RMR Group RMR Stock Holding History

Clearstead Advisors’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	$309	Buy	+15	New	+$284	﹤0.01%	3065
2025 Q4	–	Sell	-117	Closed	-$1.84K	–	3169
2025 Q3	$1.84K	Buy	117 +115	+5,750%	+$1.92K	﹤0.01%	2472
2025 Q2	$33	Buy	+2	New	+$31	﹤0.01%	2693
2025 Q1	–	Sell	-29	Closed	-$599	–	2297
2024 Q4	$599	Hold	29	–	–	﹤0.01%	1968
2024 Q3	$737	Hold	29	–	–	﹤0.01%	1938
2024 Q2	$656	Hold	29	–	–	﹤0.01%	1922
2024 Q1	$703	Hold	29	–	–	﹤0.01%	1430
2023 Q4	$819	Sell	29 -29	-50%	-$708	﹤0.01%	1420
2023 Q3	$1.42K	Buy	58 +29	+100%	+$699	﹤0.01%	1432
2023 Q2	$672	Hold	29	–	–	﹤0.01%	1283
2023 Q1	$761	Hold	29	–	–	﹤0.01%	1267
2022 Q4	$819	Hold	29	–	–	﹤0.01%	1189
2022 Q3	$1K	Hold	29	–	–	﹤0.01%	1186
2022 Q2	$1K	Hold	29	–	–	﹤0.01%	1216
2022 Q1	$1K	Hold	29	–	–	﹤0.01%	1318
2021 Q4	$1K	Hold	29	–	–	﹤0.01%	1210
2021 Q3	$1K	Hold	29	–	–	﹤0.01%	1235
2021 Q2	$1K	Hold	29	–	–	﹤0.01%	1189
2021 Q1	$1K	Hold	29	–	–	﹤0.01%	1057
2020 Q4	$1K	Hold	29	–	–	﹤0.01%	945
2020 Q3	$1K	Hold	29	–	–	﹤0.01%	852
2020 Q2	$1K	Hold	29	–	–	﹤0.01%	765
2020 Q1	$1K	Buy	+29	New	+$1.12K	﹤0.01%	753

Other funds holding RMR

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $308M AUM 41.43% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Clearstead Advisors's RMR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in The RMR Group (RMR) in Q2 2026: 15 shares worth $309. The stake represents ﹤0.01% of the portfolio and ranks #3065 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in RMR as recently as Q3 2025.

Clearstead Advisors first reported a position in RMR in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.84K in Q3 2025. 71 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

Clearstead Advisors held 15 shares of The RMR Group worth $309 as of Q2 2026.
The RMR Group was a new Clearstead Advisors position in Q2 2026.
The RMR Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3065 holding.
Clearstead Advisors first reported a position in The RMR Group in Q1 2020 and has held it in 23 quarters since.
Clearstead Advisors's The RMR Group position peaked at $1.84K in Q3 2025.
71 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.