Creative Financial Designs’s The RMR Group RMR Stock Holding History

Creative Financial Designs’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 Q3	–	Sell	-3	Closed	-$49	–	2113
2025 Q2	$49	Hold	3	–	–	﹤0.01%	1994
2025 Q1	$50	Sell	3 -6	-67%	-$110	﹤0.01%	2035
2024 Q4	$186	Hold	9	–	–	﹤0.01%	1762
2024 Q3	$228	Buy	9 +3	+50%	+$74	﹤0.01%	1644
2024 Q2	$136	Hold	6	–	–	﹤0.01%	1623
2024 Q1	$144	Hold	6	–	–	﹤0.01%	1640
2023 Q4	$169	Hold	6	–	–	﹤0.01%	1571
2023 Q3	$147	Buy	+6	New	+$145	﹤0.01%	1476
2022 Q2	–	Sell	-250	Closed	-$8K	–	1321
2022 Q1	$8K	Sell	250 -300	-55%	-$9.37K	﹤0.01%	958
2021 Q4	$19K	Sell	550 -400	-42%	-$13.9K	﹤0.01%	774
2021 Q3	$32K	Buy	+950	New	+$36.2K	0.01%	732
2021 Q1	–	Sell	-1	Closed	–	–	1351
2020 Q4	$0	Sell	1 -2	-67%	-$66	﹤0.01%	1285
2020 Q3	$0	Buy	3 +2	+200%	+$58	﹤0.01%	1283
2020 Q2	$0	Hold	1	–	–	﹤0.01%	1185
2020 Q1	$0	Hold	1	–	–	﹤0.01%	573
2019 Q4	$0	Hold	1	–	–	﹤0.01%	612
2019 Q3	$0	Hold	1	–	–	﹤0.01%	652
2019 Q2	$0	Hold	1	–	–	﹤0.01%	592
2019 Q1	$0	Hold	1	–	–	﹤0.01%	630
2018 Q4	$0	Hold	1	–	–	﹤0.01%	729
2018 Q3	$0	Hold	1	–	–	﹤0.01%	814
2018 Q2	$0	Hold	1	–	–	﹤0.01%	785
2018 Q1	$0	Hold	1	–	–	﹤0.01%	741
2017 Q4	$0	Hold	1	–	–	﹤0.01%	765
2017 Q3	$0	Hold	1	–	–	﹤0.01%	810
2017 Q2	$0	Hold	1	–	–	﹤0.01%	825
2017 Q1	$0	Sell	1 -6	-86%	-$285	﹤0.01%	833
2016 Q4	$0	Buy	+7	New	+$271	﹤0.01%	750

Other funds holding RMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Financial Designs's RMR Position: Q3 2025 in Review

Creative Financial Designs sold out of The RMR Group (RMR) in Q3 2025, closing a stake of 3 shares — an estimated $49 sold.

Creative Financial Designs first reported a position in RMR in Q4 2016 and held it in 28 quarters. The position peaked at $32K in Q3 2021. 177 funds tracked by Wall St. Rank hold RMR as of Q3 2025.

Creative Financial Designs reported no remaining The RMR Group position as of Q3 2025 after selling out during the quarter.
Creative Financial Designs sold 3 The RMR Group shares in Q3 2025, an estimated $49.
Creative Financial Designs first reported a position in The RMR Group in Q4 2016 and held it in 28 quarters.
Creative Financial Designs's The RMR Group position peaked at $32K in Q3 2021.
177 funds tracked by Wall St. Rank held The RMR Group as of Q3 2025.

Based on Creative Financial Designs's 13F filing for Q3 2025, filed 12 Nov 2025.