GAMMA Investing’s The RMR Group RMR Stock Holding History

GAMMA Investing’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	$18.7K	Buy	910 +65	+8%	+$1.23K	﹤0.01%	2872
2026 Q1	$13.1K	Buy	845 +252	+42%	+$4.09K	﹤0.01%	2924
2025 Q4	$8.84K	Buy	593 +39	+7%	+$594	﹤0.01%	3026
2025 Q3	$8.71K	Buy	554 +113	+26%	+$1.89K	﹤0.01%	2952
2025 Q2	$7.21K	Buy	441 +315	+250%	+$4.83K	﹤0.01%	2968
2025 Q1	$2.1K	Buy	126 +116	+1,160%	+$2.13K	﹤0.01%	3402
2024 Q4	$206	Sell	10 -73	-88%	-$1.69K	﹤0.01%	3701
2024 Q3	$2.11K	Buy	83 +53	+177%	+$1.31K	﹤0.01%	3054
2024 Q2	$678	Buy	+30	New	+$702	﹤0.01%	3146
2024 Q1	–	Sell	-11	Closed	-$287	–	3363
2023 Q4	$287	Buy	+11	New	+$269	﹤0.01%	3074

Other funds holding RMR

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return