EP
RMR icon

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
Q3 		$2.3K Sell
127
-50
-28% -$979 ﹤0.01% 1875
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

TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Essential Partners's RMR Position: Q3 2026 in Review

Essential Partners reduced its The RMR Group (RMR) stake by 28% in Q3 2026, selling an estimated $979 and leaving 127 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1875.

Essential Partners first reported a position in RMR in Q2 2025 and has held it in 6 quarters since. The position peaked at $14.4K in Q3 2025. 12 funds tracked by Wall St. Rank hold RMR as of Q3 2026.

  • Essential Partners held 127 shares of The RMR Group worth $2.3K as of Q3 2026.
  • Essential Partners sold 50 The RMR Group shares in Q3 2026, an estimated $979.
  • The RMR Group made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1875 holding.
  • Essential Partners first reported a position in The RMR Group in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's The RMR Group position peaked at $14.4K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held The RMR Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.