NewEdge Advisors’s The RMR Group RMR Stock Holding History

NewEdge Advisors’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	$1.32M	Buy	64,355 +64,309	+139,802%	+$1.22M	﹤0.01%	1484
2026 Q1	$714	Sell	46 -343	-88%	-$5.57K	﹤0.01%	3946
2025 Q4	$5.8K	Buy	389 +88	+29%	+$1.34K	﹤0.01%	3635
2025 Q3	$4.73K	Sell	301 -104	-26%	-$1.74K	﹤0.01%	3553
2025 Q2	$6.63K	Sell	405 -1,078	-73%	-$16.5K	﹤0.01%	3328
2025 Q1	$24.7K	Buy	1,483 +1,124	+313%	+$20.7K	﹤0.01%	2792
2024 Q4	$7.41K	Buy	359 +65	+22%	+$1.5K	﹤0.01%	3118
2024 Q3	$7.46K	Buy	+294	New	+$7.26K	﹤0.01%	3028
2024 Q2	–	Sell	-27	Closed	-$648	–	3976
2024 Q1	$648	Sell	27 -1	-4%	-$25	﹤0.01%	3556
2023 Q4	$790	Sell	28 -76	-73%	-$1.86K	﹤0.01%	3492
2023 Q3	$2.55K	Buy	104 +35	+51%	+$844	﹤0.01%	2999
2023 Q2	$1.6K	Hold	69	–	–	﹤0.01%	3156
2023 Q1	$1.81K	Sell	69 -18	-21%	-$504	﹤0.01%	3060
2022 Q4	$511	Buy	+87	New	+$2.37K	﹤0.01%	3166

Other funds holding RMR

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 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

NewEdge Advisors's RMR Position: Q2 2026 in Review

NewEdge Advisors increased its The RMR Group (RMR) stake by 139,802% in Q2 2026, buying an estimated $1.22M and bringing the position to 64,355 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

NewEdge Advisors first reported a position in RMR in Q4 2022 and has held it in 14 quarters since. 165 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

NewEdge Advisors held 64,355 shares of The RMR Group worth $1.32M as of Q2 2026.
NewEdge Advisors bought 64,309 The RMR Group shares in Q2 2026, an estimated $1.22M.
The RMR Group made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1484 holding.
NewEdge Advisors first reported a position in The RMR Group in Q4 2022 and has held it in 14 quarters since.
165 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.