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Lindbrook Capital’s The RMR Group RMR Stock Holding History

Lindbrook Capital’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
Q4 		– Sell
-18
Closed -$457 – 2891
2024
Q3 		$457 Buy
+18
New +$444 ﹤0.01% 2692
2024
Q1 		– Sell
-237
Closed -$6.69K – 2740
2023
Q4 		$6.69K Buy
237
+174
+276% +$4.25K ﹤0.01% 1738
2023
Q3 		$1.54K Buy
63
+50
+385% +$1.21K ﹤0.01% 2209
2023
Q2 		$301 Sell
13
-66
-84% -$1.54K ﹤0.01% 2615
2023
Q1 		$2.07K Sell
79
-192
-71% -$5.38K ﹤0.01% 2229
2022
Q4 		$7.66K Buy
271
+225
+489% +$6.12K ﹤0.01% 1566
2022
Q3 		$1K Sell
46
-42
-48% -$1.15K ﹤0.01% 2467
2022
Q2 		$2K Buy
88
+57
+184% +$1.64K ﹤0.01% 2043
2022
Q1 		$1K Sell
31
-38
-55% -$1.19K ﹤0.01% 2339
2021
Q4 		$2K Hold
69
– – ﹤0.01% 1816
2021
Q3 		$2K Hold
69
– – ﹤0.01% 1595
2021
Q2 		$3K Hold
69
– – ﹤0.01% 1499
2021
Q1 		$3K Hold
69
– – ﹤0.01% 1461
2020
Q4 		$3K Sell
69
-46
-40% -$1.51K ﹤0.01% 1370
2020
Q3 		$3K Buy
115
+46
+67% +$1.33K ﹤0.01% 1305
2020
Q2 		$2K Buy
+69
New +$2K ﹤0.01% 1428
2019
Q3 		– Sell
-21
Closed – – 1523
2019
Q2 		$0 Hold
21
– – ﹤0.01% 1488
2019
Q1 		$1K Hold
21
– – ﹤0.01% 1334
2018
Q4 		$1K Buy
+21
New +$1.48K ﹤0.01% 1292

Other funds holding RMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lindbrook Capital's RMR Position: Q4 2024 in Review

Lindbrook Capital sold out of The RMR Group (RMR) in Q4 2024, closing a stake of 18 shares — an estimated $457 sold.

Lindbrook Capital first reported a position in RMR in Q4 2018 and held it in 19 quarters. The position peaked at $7.66K in Q4 2022. 168 funds tracked by Wall St. Rank hold RMR as of Q4 2024.

  • Lindbrook Capital reported no remaining The RMR Group position as of Q4 2024 after selling out during the quarter.
  • Lindbrook Capital sold 18 The RMR Group shares in Q4 2024, an estimated $457.
  • Lindbrook Capital first reported a position in The RMR Group in Q4 2018 and held it in 19 quarters.
  • Lindbrook Capital's The RMR Group position peaked at $7.66K in Q4 2022.
  • 168 funds tracked by Wall St. Rank held The RMR Group as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.