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Essential Partners’s The RMR Group RMR Stock Holding History

Essential Partners’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 		$3.63K Buy
177
+62
+54% +$1.17K ﹤0.01% 1688
2026
Q1 		$1.78K Sell
115
-41
-26% -$665 ﹤0.01% 2053
2025
Q4 		$2.32K Sell
156
-759
-83% -$11.6K ﹤0.01% 1749
2025
Q3 		$14.4K Buy
915
+844
+1,189% +$14.1K ﹤0.01% 1023
2025
Q2 		$1.16K Buy
+71
New +$1.09K ﹤0.01% 1469

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

Essential Partners's RMR Position: Q2 2026 in Review

Essential Partners increased its The RMR Group (RMR) stake by 54% in Q2 2026, buying an estimated $1.17K and bringing the position to 177 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Essential Partners first reported a position in RMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.4K in Q3 2025. 164 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

  • Essential Partners held 177 shares of The RMR Group worth $3.63K as of Q2 2026.
  • Essential Partners bought 62 The RMR Group shares in Q2 2026, an estimated $1.17K.
  • The RMR Group made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1688 holding.
  • Essential Partners first reported a position in The RMR Group in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's The RMR Group position peaked at $14.4K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.