IWC
RMR icon

Integrated Wealth Concepts’s The RMR Group RMR Stock Holding History

Integrated Wealth Concepts’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 		$9.25K Buy
+451
New +$8.53K ﹤0.01% 4611

Other funds holding RMR

BlackRock
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Integrated Wealth Concepts's RMR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in The RMR Group (RMR) in Q2 2026: 451 shares worth $9.25K. The stake represents ﹤0.01% of the portfolio and ranks #4611 among its holdings.

164 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

  • Integrated Wealth Concepts held 451 shares of The RMR Group worth $9.25K as of Q2 2026.
  • The RMR Group was a new Integrated Wealth Concepts position in Q2 2026.
  • The RMR Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4611 holding.
  • 164 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.