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Physician Wealth Advisors’s The RMR Group RMR Stock Holding History

Physician Wealth 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
2025
Q4 		– Sell
-65
Closed -$1.02K – 2135
2025
Q3 		$1.02K Buy
+65
New +$1.09K ﹤0.01% 1562
2025
Q1 		– Sell
-38
Closed -$785 – 1515
2024
Q4 		$785 Buy
+38
New +$880 ﹤0.01% 1000

Other funds holding RMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Physician Wealth Advisors's RMR Position: Q4 2025 in Review

Physician Wealth Advisors sold out of The RMR Group (RMR) in Q4 2025, closing a stake of 65 shares — an estimated $1.02K sold.

Physician Wealth Advisors first reported a position in RMR in Q4 2024 and held it in 2 quarters. The position peaked at $1.02K in Q3 2025. 168 funds tracked by Wall St. Rank hold RMR as of Q4 2025.

  • Physician Wealth Advisors reported no remaining The RMR Group position as of Q4 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 65 The RMR Group shares in Q4 2025, an estimated $1.02K.
  • Physician Wealth Advisors first reported a position in The RMR Group in Q4 2024 and held it in 2 quarters.
  • Physician Wealth Advisors's The RMR Group position peaked at $1.02K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held The RMR Group as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.