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Fortis Group Advisors’s The RMR Group RMR Stock Holding History

Fortis Group 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 		$15 Hold
1
– – ﹤0.01% 577
2025
Q4 		$15 Hold
1
– – ﹤0.01% 574
2025
Q3 		$16 Hold
1
– – ﹤0.01% 533
2025
Q2 		$16 Hold
1
– – ﹤0.01% 524
2025
Q1 		$17 Hold
1
– – ﹤0.01% 492
2024
Q4 		$21 Hold
1
– – ﹤0.01% 500
2024
Q3 		$25 Hold
1
– – ﹤0.01% 492
2024
Q2 		$23 Hold
1
– – ﹤0.01% 495
2024
Q1 		$24 Sell
1
-1
-50% -$25 ﹤0.01% 510
2023
Q4 		$56 Buy
2
+1
+100% +$24 ﹤0.01% 451
2023
Q3 		$25 Buy
+1
New +$24 ﹤0.01% 448
2020
Q3 		$1K Buy
+37
New +$1.07K ﹤0.01% 431

Other funds holding RMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fortis Group Advisors's RMR Position: Q1 2026 in Review

Fortis Group Advisors held its The RMR Group (RMR) position steady in Q1 2026 at 1 share worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Fortis Group Advisors first reported a position in RMR in Q3 2020 and has held it in 12 quarters since. The position peaked at $1K in Q3 2020. 167 funds tracked by Wall St. Rank hold RMR as of Q1 2026.

  • Fortis Group Advisors held 1 share of The RMR Group worth $15 as of Q1 2026.
  • Fortis Group Advisors left its The RMR Group share count unchanged in Q1 2026.
  • The RMR Group made up ﹤0.01% of Fortis Group Advisors's portfolio in Q1 2026, its #577 holding.
  • Fortis Group Advisors first reported a position in The RMR Group in Q3 2020 and has held it in 12 quarters since.
  • Fortis Group Advisors's The RMR Group position peaked at $1K in Q3 2020.
  • 167 funds tracked by Wall St. Rank held The RMR Group as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.