Jacobs Levy Equity Management
RMR icon

Jacobs Levy Equity Management’s The RMR Group RMR Stock Holding History

Jacobs Levy Equity Management’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 		– Sell
-27,410
Closed -$408K – 1049
2025
Q4 		$408K Sell
27,410
-34,708
-56% -$528K ﹤0.01% 832
2025
Q3 		$977K Sell
62,118
-18,187
-23% -$304K ﹤0.01% 726
2025
Q2 		$1.31M Sell
80,305
-7,361
-8% -$113K 0.01% 709
2025
Q1 		$1.46M Buy
87,666
+30,679
+54% +$564K 0.01% 729
2024
Q4 		$1.18M Buy
56,987
+3,079
+6% +$71.3K ﹤0.01% 691
2024
Q3 		$1.37M Buy
53,908
+403
+0.8% +$9.95K 0.01% 672
2024
Q2 		$1.21M Sell
53,505
-23,827
-31% -$557K 0.01% 690
2024
Q1 		$1.86M Sell
77,332
-3,086
-4% -$77.4K 0.01% 608
2023
Q4 		$2.27M Buy
80,418
+17,460
+28% +$426K 0.01% 582
2023
Q3 		$1.54M Buy
62,958
+4,182
+7% +$101K 0.01% 605
2023
Q2 		$1.36M Buy
58,776
+9,773
+20% +$228K 0.01% 644
2023
Q1 		$1.29M Buy
49,003
+859
+2% +$24.1K 0.01% 654
2022
Q4 		$1.36M Buy
48,144
+130
+0.3% +$3.54K 0.01% 628
2022
Q3 		$1.14M Buy
48,014
+7,954
+20% +$217K 0.01% 683
2022
Q2 		$1.14M Buy
40,060
+3,019
+8% +$87K 0.01% 730
2022
Q1 		$1.15M Buy
+37,041
New +$1.16M 0.01% 732
2018
Q4 		– Sell
-5,363
Closed -$498K – 1056
2018
Q3 		$498K Sell
5,363
-342
-6% -$30.1K 0.01% 778
2018
Q2 		$448K Buy
+5,705
New +$439K 0.01% 820
2017
Q3 		– Sell
-14,310
Closed -$696K – 1012
2017
Q2 		$696K Buy
+14,310
New +$722K 0.01% 632

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

Jacobs Levy Equity Management's RMR Position: Q1 2026 in Review

Jacobs Levy Equity Management sold out of The RMR Group (RMR) in Q1 2026, closing a stake of 27,410 shares — an estimated $408K sold.

Jacobs Levy Equity Management first reported a position in RMR in Q2 2017 and held it in 19 quarters. The position peaked at $2.27M in Q4 2023. 167 funds tracked by Wall St. Rank hold RMR as of Q1 2026.

  • Jacobs Levy Equity Management reported no remaining The RMR Group position as of Q1 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 27,410 The RMR Group shares in Q1 2026, an estimated $408K.
  • Jacobs Levy Equity Management first reported a position in The RMR Group in Q2 2017 and held it in 19 quarters.
  • Jacobs Levy Equity Management's The RMR Group position peaked at $2.27M in Q4 2023.
  • 167 funds tracked by Wall St. Rank held The RMR Group as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.