Farther Finance Advisors
RMR icon

Farther Finance Advisors’s The RMR Group RMR Stock Holding History

Farther Finance 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
Q3 		$9.58K Buy
530
+414
+357% +$8.11K ﹤0.01% 4644
2026
Q2 		$2.4K Buy
116
+23
+25% +$435 ﹤0.01% 5110
2026
Q1 		$1.44K Hold
93
– – ﹤0.01% 5008
2025
Q4 		$1.39K Sell
93
-100
-52% -$1.52K ﹤0.01% 4815
2025
Q3 		$3.04K Hold
193
– – ﹤0.01% 3969
2025
Q2 		$3.16K Buy
193
+153
+383% +$2.34K ﹤0.01% 3542
2025
Q1 		$663 Buy
40
+10
+33% +$184 ﹤0.01% 3725
2024
Q4 		$619 Sell
30
-49
-62% -$1.14K ﹤0.01% 3396
2024
Q3 		$2K Buy
79
+49
+163% +$1.21K ﹤0.01% 2993
2024
Q2 		$674 Hold
30
– – ﹤0.01% 3204
2024
Q1 		$711 Sell
30
-6
-17% -$150 ﹤0.01% 2905
2023
Q4 		$1.02K Sell
36
-29
-45% -$708 ﹤0.01% 2728
2023
Q3 		$1.59K Hold
65
– – ﹤0.01% 1942
2023
Q2 		$1.51K Hold
65
– – ﹤0.01% 1855
2023
Q1 		$1.71K Hold
65
– – ﹤0.01% 1696
2022
Q4 		$1.84K Buy
+65
New +$1.77K ﹤0.01% 1483

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
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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

Farther Finance Advisors's RMR Position: Q3 2026 in Review

Farther Finance Advisors increased its The RMR Group (RMR) stake by 357% in Q3 2026, buying an estimated $8.11K and bringing the position to 530 shares worth $9.58K. The position accounts for ﹤0.01% of the portfolio, ranked #4644.

Farther Finance Advisors first reported a position in RMR in Q4 2022 and has held it in 16 quarters since. 12 funds tracked by Wall St. Rank hold RMR as of Q3 2026.

  • Farther Finance Advisors held 530 shares of The RMR Group worth $9.58K as of Q3 2026.
  • Farther Finance Advisors bought 414 The RMR Group shares in Q3 2026, an estimated $8.11K.
  • The RMR Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4644 holding.
  • Farther Finance Advisors first reported a position in The RMR Group in Q4 2022 and has held it in 16 quarters since.
  • 12 funds tracked by Wall St. Rank held The RMR Group as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.