Inspire Advisors’s The RMR Group RMR Stock Holding History

Inspire 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
2024 Q1	–	Sell	-8,889	Closed	-$251K	–	411
2023 Q4	$251K	Buy	+8,889	New	+$217K	0.04%	257

Other funds holding RMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Inspire Advisors's RMR Position: Q1 2024 in Review

Inspire Advisors sold out of The RMR Group (RMR) in Q1 2024, closing a stake of 8,889 shares — an estimated $251K sold.

Inspire Advisors first reported a position in RMR in Q4 2023 and held it in 1 quarter. The position peaked at $251K in Q4 2023. 184 funds tracked by Wall St. Rank hold RMR as of Q1 2024.

Inspire Advisors reported no remaining The RMR Group position as of Q1 2024 after selling out during the quarter.
Inspire Advisors sold 8,889 The RMR Group shares in Q1 2024, an estimated $251K.
Inspire Advisors first reported a position in The RMR Group in Q4 2023 and held it in 1 quarter.
Inspire Advisors's The RMR Group position peaked at $251K in Q4 2023.
184 funds tracked by Wall St. Rank held The RMR Group as of Q1 2024.

Based on Inspire Advisors's 13F filing for Q1 2024, filed 7 May 2024.