MassMutual Private Wealth & Trust’s The RMR Group RMR Stock Holding History

MassMutual Private Wealth & Trust’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	$6.41K	Sell	312 -2	-0.6%	-$38	﹤0.01%	1591
2026 Q1	$4.86K	Sell	314 -2	-0.6%	-$32	﹤0.01%	1687
2025 Q4	$4.71K	Buy	316 +6	+2%	+$91	﹤0.01%	1694
2025 Q3	$4.88K	Buy	310 +14	+5%	+$234	﹤0.01%	1681
2025 Q2	$4.84K	Buy	296 +239	+419%	+$3.66K	﹤0.01%	1647
2025 Q1	$949	Buy	+57	New	+$1.05K	﹤0.01%	2139
2024 Q4	–	Sell	-64	Closed	-$1.62K	–	2353
2024 Q3	$1.62K	Buy	+64	New	+$1.58K	﹤0.01%	1708
2023 Q4	–	Sell	-20	Closed	-$490	–	2072
2023 Q3	$490	Buy	+20	New	+$482	﹤0.01%	1832
2018 Q2	–	Sell	-4	Closed	-$280	–	1139
2018 Q1	$280	Hold	4	–	–	﹤0.01%	956
2017 Q4	$237	Hold	4	–	–	﹤0.01%	880
2017 Q3	$205	Buy	+4	New	+$198	﹤0.01%	1025

Other funds holding RMR

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

MassMutual Private Wealth & Trust's RMR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its The RMR Group (RMR) stake by 0.64% in Q2 2026, selling an estimated $38 and leaving 312 shares worth $6.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

MassMutual Private Wealth & Trust first reported a position in RMR in Q3 2017 and has held it in 11 quarters since. 19 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

MassMutual Private Wealth & Trust held 312 shares of The RMR Group worth $6.41K as of Q2 2026.
MassMutual Private Wealth & Trust sold 2 The RMR Group shares in Q2 2026, an estimated $38.
The RMR Group made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1591 holding.
MassMutual Private Wealth & Trust first reported a position in The RMR Group in Q3 2017 and has held it in 11 quarters since.
19 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.