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

EverSource 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 Q2	$2.36K	Sell	115 -547	-83%	-$10.3K	﹤0.01%	3657
2026 Q1	$10.2K	Sell	662 -21	-3%	-$341	﹤0.01%	2901
2025 Q4	$10.2K	Sell	683 -565	-45%	-$8.6K	﹤0.01%	2788
2025 Q3	$19.6K	Buy	1,248 +17	+1%	+$284	﹤0.01%	2367
2025 Q2	$20.1K	Buy	1,231 +1,001	+435%	+$15.3K	﹤0.01%	2283
2025 Q1	$3.83K	Buy	+230	New	+$4.23K	﹤0.01%	2623
2024 Q4	–	Sell	-259	Closed	-$6.57K	–	3808
2024 Q3	$6.57K	Hold	259	–	–	﹤0.01%	2101
2024 Q2	$6.72K	Hold	259	–	–	﹤0.01%	2082
2024 Q1	$6.14K	Hold	259	–	–	﹤0.01%	1944
2023 Q4	$7.31K	Hold	259	–	–	﹤0.01%	1702
2023 Q3	$6.35K	Hold	259	–	–	﹤0.01%	1598
2023 Q2	$6K	Buy	+259	New	+$6.05K	﹤0.01%	1650

Other funds holding RMR

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 Malvern, Pennsylvania $2.22T AUM

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

EverSource Wealth Advisors's RMR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its The RMR Group (RMR) stake by 83% in Q2 2026, selling an estimated $10.3K and leaving 115 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #3657.

EverSource Wealth Advisors first reported a position in RMR in Q2 2023 and has held it in 12 quarters since. The position peaked at $20.1K in Q2 2025. 164 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

EverSource Wealth Advisors held 115 shares of The RMR Group worth $2.36K as of Q2 2026.
EverSource Wealth Advisors sold 547 The RMR Group shares in Q2 2026, an estimated $10.3K.
The RMR Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3657 holding.
EverSource Wealth Advisors first reported a position in The RMR Group in Q2 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's The RMR Group position peaked at $20.1K in Q2 2025.
164 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.