Creative Planning
RMR icon

Creative Planning’s The RMR Group RMR Stock Holding History

Creative Planning’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 		$265K Buy
17,113
+268
+2% +$4.35K ﹤0.01% 3517
2025
Q4 		$251K Sell
16,845
-40
-0.2% -$609 ﹤0.01% 3370
2025
Q3 		$266K Buy
+16,885
New +$282K ﹤0.01% 3245
2025
Q1 		– Sell
-1,576
Closed -$32.5K – 3682
2024
Q4 		$32.5K Buy
+1,576
New +$36.5K ﹤0.01% 3295
2023
Q2 		– Sell
-8,550
Closed -$224K – 2796
2023
Q1 		$224K Buy
+8,550
New +$240K ﹤0.01% 2037
2017
Q3 		– Sell
-1,419
Closed -$69K – 3334
2017
Q2 		$69K Buy
1,419
+118
+9% +$5.96K ﹤0.01% 2266
2017
Q1 		$64K Buy
1,301
+1,090
+517% +$51.8K ﹤0.01% 2293
2016
Q4 		$8K Sell
211
-48
-19% -$1.86K ﹤0.01% 3707
2016
Q3 		$10K Buy
259
+10
+4% +$364 ﹤0.01% 3531
2016
Q2 		$8K Buy
249
+30
+14% +$830 ﹤0.01% 3396
2016
Q1 		$5K Sell
219
-72
-25% -$1.56K ﹤0.01% 3603
2015
Q4 		$4K Buy
+291
New +$4.1K ﹤0.01% 3802

Other funds holding RMR

BlackRock
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
VCM
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