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Pension & Wealth Management Advisors’s The RMR Group RMR Stock Holding History

Pension & Wealth Management 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 		$123 Hold
6
– – ﹤0.01% 533
2026
Q1 		$93 Sell
6
-9
-60% -$146 ﹤0.01% 502
2025
Q4 		$224 Buy
+15
New +$228 ﹤0.01% 517

Other funds holding RMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3B AUM 119.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pension & Wealth Management Advisors's RMR Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its The RMR Group (RMR) position steady in Q2 2026 at 6 shares worth $123. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Pension & Wealth Management Advisors first reported a position in RMR in Q4 2025 and has held it in 3 quarters since. The position peaked at $224 in Q4 2025. 155 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

  • Pension & Wealth Management Advisors held 6 shares of The RMR Group worth $123 as of Q2 2026.
  • Pension & Wealth Management Advisors left its The RMR Group share count unchanged in Q2 2026.
  • The RMR Group made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #533 holding.
  • Pension & Wealth Management Advisors first reported a position in The RMR Group in Q4 2025 and has held it in 3 quarters since.
  • Pension & Wealth Management Advisors's The RMR Group position peaked at $224 in Q4 2025.
  • 155 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.