Kestra Private Wealth Services’s The RMR Group RMR Stock Holding History

Kestra Private Wealth Services’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	$395K	Buy	+19,238	New	+$364K	﹤0.01%	1372

Other funds holding RMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Kestra Private Wealth Services's RMR Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in The RMR Group (RMR) in Q2 2026: 19,238 shares worth $395K. The stake represents ﹤0.01% of the portfolio and ranks #1372 among its holdings.

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

Kestra Private Wealth Services held 19,238 shares of The RMR Group worth $395K as of Q2 2026.
The RMR Group was a new Kestra Private Wealth Services position in Q2 2026.
The RMR Group made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1372 holding.
165 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.