Creative Planning
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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
Q2 		$492K Buy
23,951
+6,838
+40% +$129K ﹤0.01% 3201
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 $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

Creative Planning's RMR Position: Q2 2026 in Review

Creative Planning increased its The RMR Group (RMR) stake by 40% in Q2 2026, buying an estimated $129K and bringing the position to 23,951 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #3201.

Creative Planning first reported a position in RMR in Q4 2015 and has held it in 13 quarters since. 164 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

  • Creative Planning held 23,951 shares of The RMR Group worth $492K as of Q2 2026.
  • Creative Planning bought 6,838 The RMR Group shares in Q2 2026, an estimated $129K.
  • The RMR Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3201 holding.
  • Creative Planning first reported a position in The RMR Group in Q4 2015 and has held it in 13 quarters since.
  • 164 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.