NA
RMR icon

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
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
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

NewEdge Advisors's RMR Position: Q1 2026 in Review

NewEdge Advisors reduced its The RMR Group (RMR) stake by 88% in Q1 2026, selling an estimated $5.57K and leaving 46 shares worth $714. The position accounts for ﹤0.01% of the portfolio, ranked #3946.

NewEdge Advisors first reported a position in RMR in Q4 2022 and has held it in 13 quarters since. The position peaked at $24.7K in Q1 2025. 167 funds tracked by Wall St. Rank hold RMR as of Q1 2026.

  • NewEdge Advisors held 46 shares of The RMR Group worth $714 as of Q1 2026.
  • NewEdge Advisors sold 343 The RMR Group shares in Q1 2026, an estimated $5.57K.
  • The RMR Group made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3946 holding.
  • NewEdge Advisors first reported a position in The RMR Group in Q4 2022 and has held it in 13 quarters since.
  • NewEdge Advisors's The RMR Group position peaked at $24.7K in Q1 2025.
  • 167 funds tracked by Wall St. Rank held The RMR Group as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.