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Covestor’s The RMR Group RMR Stock Holding History

Covestor’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 		$15K Buy
720
+63
+10% +$1.19K 0.01% 1311
2026
Q1 		$10K Buy
657
+6
+0.9% +$97 0.01% 1423
2025
Q4 		$9K Buy
651
+15
+2% +$228 ﹤0.01% 1647
2025
Q3 		$10K Buy
636
+481
+310% +$8.04K 0.01% 1609
2025
Q2 		$2K Sell
155
-471
-75% -$7.22K ﹤0.01% 1884
2025
Q1 		$10K Buy
626
+482
+335% +$8.86K 0.01% 1512
2024
Q4 		$3K Sell
144
-3,901
-96% -$90.3K ﹤0.01% 1822
2024
Q3 		$102K Sell
4,045
-979
-19% -$24.2K 0.06% 506
2024
Q2 		$114K Buy
5,024
+1,084
+28% +$25.4K 0.07% 413
2024
Q1 		$94K Buy
3,940
+1,210
+44% +$30.3K 0.06% 581
2023
Q4 		$77K Buy
2,730
+502
+23% +$12.3K 0.05% 654
2023
Q3 		$54K Buy
2,228
+1
+0% +$24 0.04% 743
2023
Q2 		$51K Buy
2,227
+2,210
+13,000% +$51.6K 0.04% 772
2023
Q1 		$0 Sell
17
-1
-6% -$28 ﹤0.01% 2486
2022
Q4 		$1K Hold
18
– – ﹤0.01% 1922
2022
Q3 		$0 Buy
18
+17
+1,700% +$463 ﹤0.01% 2490
2022
Q2 		$0 Hold
1
– – ﹤0.01% 2290
2022
Q1 		$0 Sell
1
-1
-50% -$31 ﹤0.01% 2391
2021
Q4 		$0 Buy
+2
New +$69 ﹤0.01% 2275

Other funds holding RMR

BlackRock
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Covestor's RMR Position: Q2 2026 in Review

Covestor increased its The RMR Group (RMR) stake by 9.6% in Q2 2026, buying an estimated $1.19K and bringing the position to 720 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #1311.

Covestor first reported a position in RMR in Q4 2021 and has held it in 19 quarters since. The position peaked at $114K in Q2 2024. 164 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

  • Covestor held 720 shares of The RMR Group worth $15K as of Q2 2026.
  • Covestor bought 63 The RMR Group shares in Q2 2026, an estimated $1.19K.
  • The RMR Group made up 0.01% of Covestor's portfolio in Q2 2026, its #1311 holding.
  • Covestor first reported a position in The RMR Group in Q4 2021 and has held it in 19 quarters since.
  • Covestor's The RMR Group position peaked at $114K in Q2 2024.
  • 164 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.