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EQ Wealth Advisors’s The RMR Group RMR Stock Holding History

EQ Wealth 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
Q1 		– Sell
-20
Closed -$301 – 196
2025
Q4 		$301 Buy
+20
New +$304 ﹤0.01% 248
2025
Q3 		– Sell
-20
Closed -$329 – 187
2025
Q2 		$329 Hold
20
– – ﹤0.01% 230
2025
Q1 		$335 Buy
+20
New +$368 ﹤0.01% 257

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
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 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
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

EQ Wealth Advisors's RMR Position: Q1 2026 in Review

EQ Wealth Advisors sold out of The RMR Group (RMR) in Q1 2026, closing a stake of 20 shares — an estimated $301 sold.

EQ Wealth Advisors first reported a position in RMR in Q1 2025 and held it in 3 quarters. The position peaked at $335 in Q1 2025. 169 funds tracked by Wall St. Rank hold RMR as of Q1 2026.

  • EQ Wealth Advisors reported no remaining The RMR Group position as of Q1 2026 after selling out during the quarter.
  • EQ Wealth Advisors sold 20 The RMR Group shares in Q1 2026, an estimated $301.
  • EQ Wealth Advisors first reported a position in The RMR Group in Q1 2025 and held it in 3 quarters.
  • EQ Wealth Advisors's The RMR Group position peaked at $335 in Q1 2025.
  • 169 funds tracked by Wall St. Rank held The RMR Group as of Q1 2026.

Based on EQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.